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 6-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 | $51,117 | $99,918-48.8% | $81,382-37.2% | $145,922-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 32.58% | 34.32%-1.7pp | 24.73%+7.8pp | 561.29%-528.7pp |
| Employer contribution / active EE | $2,383 | $2,978-20.0% | $2,463-3.3% | $4,660-48.9% |
| Participant deferral / active EE | $3,771 | $4,605-18.1% | $3,883-2.9% | $6,688-43.6% |
| Admin fee / account holder | $2,300 | $8,212-72.0% | $5,768-60.1% | $13,397-82.8% |