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 | $53,448 | $111,724-52.2% | $93,606-42.9% | $145,922-63.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.07% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,781 | $3,090-42.4% | $2,420-26.4% | $4,660-61.8% |
| Participant deferral / active EE | $6,171 | $4,912+25.6% | $4,411+39.9% | $6,688-7.7% |
| Admin fee / account holder | $968 | $10,250-90.6% | $8,285-88.3% | $13,397-92.8% |