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 | $94,982 | $99,877-4.9% | $84,966+11.8% | $145,922-34.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 83.76%-68.9pp | 66.38%-51.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,830 | $3,231-12.4% | $2,727+3.8% | $4,660-39.3% |
| Participant deferral / active EE | $24,223 | $5,291+357.9% | $4,519+436.0% | $6,688+262.2% |
| Admin fee / account holder | $301 | $7,248-95.9% | $6,149-95.1% | $13,397-97.8% |