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 8-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 | $45,925 | $104,907-56.2% | $84,611-45.7% | $152,861-70.0% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 28.60% | 373.79%-345.2pp | 258.74%-230.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,842 | $3,302-13.9% | $2,652+7.1% | $4,762-40.3% |
| Participant deferral / active EE | $12,748 | $4,688+171.9% | $3,899+227.0% | $5,850+117.9% |
| Admin fee / account holder | $309 | $6,241-95.1% | $4,912-93.7% | $11,596-97.3% |