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 | $52,370 | $106,515-50.8% | $96,683-45.8% | $139,434-62.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.15% | 38.43%-22.3pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $10,273 | $4,103+150.4% | $3,737+174.9% | $4,751+116.2% |
| Participant deferral / active EE | $11,597 | $5,454+112.6% | $4,878+137.7% | $6,710+72.8% |
| Admin fee / account holder | $4,817 | $7,877-38.8% | $6,730-28.4% | $11,403-57.8% |