See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,936 | $105,126-48.7% | $94,646-43.0% | $139,434-61.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 38.03%-23.9pp | 156.71%-142.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,678 | $4,106-34.8% | $3,672-27.1% | $4,751-43.6% |
| Participant deferral / active EE | $7,332 | $7,599-3.5% | $7,418-1.2% | $6,710+9.3% |
| Admin fee / account holder | $13,794 | $8,984+53.5% | $7,231+90.8% | $11,403+21.0% |