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 7-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 | $36,910 | $159,602-76.9% | $150,045-75.4% | $142,382-74.1% |
| 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 | $3,054 | $4,961-38.4% | $4,693-34.9% | $4,299-29.0% |
| Participant deferral / active EE | $9,253 | $8,310+11.3% | $7,997+15.7% | $6,507+42.2% |
| Admin fee / account holder | $495 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |