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 | $30,702 | $112,096-72.6% | $95,952-68.0% | $158,922-80.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.81% | 171.09%-164.3pp | 91.61%-84.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $2,159 | $3,198-32.5% | $2,541-15.0% | $4,761-54.7% |
| Participant deferral / active EE | $5,915 | $4,784+23.6% | $4,167+42.0% | $5,982-1.1% |
| Admin fee / account holder | $16,159 | $10,130+59.5% | $6,795+137.8% | $11,246+43.7% |