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 | $55,144 | $127,065-56.6% | $113,168-51.3% | $142,382-61.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.69% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,669 | $3,442+64.7% | $2,975+90.5% | $4,299+31.9% |
| Participant deferral / active EE | $12,657 | $5,716+121.4% | $5,107+147.8% | $6,507+94.5% |
| Admin fee / account holder | $2,746 | $15,736-82.6% | $12,068-77.2% | $12,624-78.2% |