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 | $43,500 | $159,901-72.8% | $146,958-70.4% | $145,922-70.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.71% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,745 | $5,286-48.1% | $4,933-44.4% | $4,660-41.1% |
| Participant deferral / active EE | $17,777 | $8,428+110.9% | $8,070+120.3% | $6,688+165.8% |
| Admin fee / account holder | $70,536 | $15,044+368.9% | $12,998+442.7% | $13,397+426.5% |