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 | $42,006 | $115,770-63.7% | $101,248-58.5% | $158,922-73.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.46% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $5,551 | $4,175+33.0% | $3,660+51.7% | $4,761+16.6% |
| Participant deferral / active EE | $10,496 | $4,957+111.7% | $4,370+140.2% | $5,982+75.5% |
| Admin fee / account holder | $20,380 | $7,245+181.3% | $5,945+242.8% | $11,246+81.2% |