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 | $44,696 | $149,734-70.1% | $118,925-62.4% | $158,922-71.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 206.49% | 19.95%+186.5pp | 35.88%+170.6pp | 302.83%-96.3pp |
| Employer contribution / active EE | $5,106 | $4,115+24.1% | $3,263+56.5% | $4,761+7.2% |
| Participant deferral / active EE | $11,999 | $5,223+129.7% | $4,265+181.3% | $5,982+100.6% |
| Admin fee / account holder | $1,857 | $8,603-78.4% | $6,581-71.8% | $11,246-83.5% |