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 | $39,078 | $102,966-62.0% | $90,281-56.7% | $152,861-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.59% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $5,810 | $3,139+85.1% | $2,854+103.5% | $4,762+22.0% |
| Participant deferral / active EE | $4,685 | $4,281+9.4% | $3,885+20.6% | $5,850-19.9% |
| Admin fee / account holder | $577 | $6,171-90.6% | $5,351-89.2% | $11,596-95.0% |