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 | $45,679 | $102,382-55.4% | $147,005-68.9% | $80,874-43.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.35% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,972 | $3,715-46.9% | $4,934-60.0% | $2,756-28.4% |
| Participant deferral / active EE | $6,754 | $6,646+1.6% | $8,070-16.3% | $4,297+57.2% |
| Admin fee / account holder | $3,046 | $7,942-61.6% | $13,006-76.6% | $6,935-56.1% |