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 | $57,981 | $157,256-63.1% | $141,162-58.9% | $152,861-62.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.72% | 64.32%-31.6pp | 71.39%-38.7pp | 345.32%-312.6pp |
| Employer contribution / active EE | $2,841 | $5,261-46.0% | $4,735-40.0% | $4,762-40.3% |
| Participant deferral / active EE | $5,574 | $7,109-21.6% | $6,709-16.9% | $5,850-4.7% |
| Admin fee / account holder | $307 | $12,120-97.5% | $10,261-97.0% | $11,596-97.4% |