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 5-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 | $43,340 | $93,571-53.7% | $135,903-68.1% | $75,163-42.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.51% | 30.90%-5.4pp | 68.23%-42.7pp | 160.62%-135.1pp |
| Employer contribution / active EE | $6,209 | $3,537+75.6% | $4,856+27.9% | $2,670+132.6% |
| Participant deferral / active EE | $15,171 | $6,404+136.9% | $7,758+95.6% | $4,125+267.8% |
| Admin fee / account holder | $1,521 | $6,975-78.2% | $10,762-85.9% | $5,651-73.1% |