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 7-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 | $42,478 | $100,970-57.9% | $96,576-56.0% | $137,256-69.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.08% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,794 | $3,809-52.9% | $3,553-49.5% | $4,156-56.8% |
| Participant deferral / active EE | $6,254 | $8,286-24.5% | $7,956-21.4% | $6,407-2.4% |
| Admin fee / account holder | $3,909 | $11,312-65.4% | $11,381-65.6% | $12,270-68.1% |