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 8-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 | $49,938 | $142,405-64.9% | $115,157-56.6% | $152,861-67.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.08% | 41.48%-22.4pp | 35.60%-16.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,676 | $4,010-33.3% | $3,179-15.8% | $4,762-43.8% |
| Participant deferral / active EE | $7,798 | $5,164+51.0% | $4,168+87.1% | $5,850+33.3% |
| Admin fee / account holder | $26,542 | $8,462+213.7% | $7,088+274.5% | $11,596+128.9% |