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 | $55,140 | $48,795+13.0% | $65,493-15.8% | $84,808-35.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.73% | 20.20%-2.5pp | 982.45%-964.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $7,691 | $1,930+298.6% | $2,574+198.8% | $2,631+192.3% |
| Participant deferral / active EE | $2,903 | $2,928-0.9% | $3,961-26.7% | $4,212-31.1% |
| Admin fee / account holder | $364 | $3,877-90.6% | $5,028-92.8% | $7,344-95.0% |