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 6-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 | $53,062 | $102,966-48.5% | $90,281-41.2% | $152,861-65.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.95% | 95.16%-78.2pp | 78.10%-61.1pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,490 | $3,139-20.7% | $2,854-12.8% | $4,762-47.7% |
| Participant deferral / active EE | $3,949 | $4,281-7.8% | $3,885+1.6% | $5,850-32.5% |
| Admin fee / account holder | $462 | $6,171-92.5% | $5,351-91.4% | $11,596-96.0% |