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 | $40,405 | $227,553-82.2% | $189,557-78.7% | $167,490-75.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.87% | 78.40%-57.5pp | 64.17%-43.3pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,853 | $5,316-46.3% | $4,412-35.3% | $4,837-41.0% |
| Participant deferral / active EE | $4,875 | $7,002-30.4% | $6,174-21.0% | $6,341-23.1% |
| Admin fee / account holder | $431 | $11,878-96.4% | $9,807-95.6% | $12,309-96.5% |