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 9-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 | $41,108 | $101,069-59.3% | $81,478-49.5% | $147,584-72.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.13% | 32.40%-14.3pp | 38.78%-20.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,036 | $3,205-36.5% | $2,568-20.7% | $4,876-58.2% |
| Participant deferral / active EE | $3,456 | $4,242-18.5% | $3,537-2.3% | $5,439-36.4% |
| Admin fee / account holder | $7,887 | $5,812+35.7% | $4,561+72.9% | $10,885-27.5% |