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 | $49,887 | $127,065-60.7% | $113,168-55.9% | $142,382-65.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.93% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,627 | $3,442-23.7% | $2,975-11.7% | $4,299-38.9% |
| Participant deferral / active EE | $23,250 | $5,716+306.7% | $5,107+355.3% | $6,507+257.3% |
| Admin fee / account holder | $7,245 | $15,736-54.0% | $12,068-40.0% | $12,624-42.6% |