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 7-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 | $43,640 | $177,572-75.4% | $154,803-71.8% | $142,382-69.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,017 | $4,810+25.1% | $4,305+39.8% | $4,299+40.0% |
| Participant deferral / active EE | $4,966 | $6,272-20.8% | $5,540-10.4% | $6,507-23.7% |
| Admin fee / account holder | $391 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |