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 | $47,092 | $159,602-70.5% | $150,045-68.6% | $142,382-66.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.94% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,674 | $4,961+34.5% | $4,693+42.2% | $4,299+55.2% |
| Participant deferral / active EE | $13,150 | $8,310+58.2% | $7,997+64.4% | $6,507+102.1% |
| Admin fee / account holder | $331 | $14,846-97.8% | $13,435-97.5% | $12,624-97.4% |