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 | $51,632 | $100,773-48.8% | $88,946-42.0% | $142,382-63.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.99% | 70.18%-57.2pp | 57.82%-44.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,556 | $2,918+21.9% | $2,555+39.2% | $4,299-17.3% |
| Participant deferral / active EE | $11,941 | $5,230+128.3% | $4,581+160.6% | $6,507+83.5% |
| Admin fee / account holder | $8,602 | $9,693-11.3% | $8,261+4.1% | $12,624-31.9% |