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 | $41,044 | $115,770-64.5% | $101,248-59.5% | $158,922-74.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 64.20% | 56.14%+8.1pp | 46.47%+17.7pp | 302.83%-238.6pp |
| Employer contribution / active EE | $1,662 | $4,175-60.2% | $3,660-54.6% | $4,761-65.1% |
| Participant deferral / active EE | $6,505 | $4,957+31.2% | $4,370+48.8% | $5,982+8.7% |
| Admin fee / account holder | $478 | $7,245-93.4% | $5,945-92.0% | $11,246-95.8% |