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 | $44,676 | $106,515-58.1% | $96,683-53.8% | $139,434-68.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.04% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $5,259 | $4,103+28.2% | $3,737+40.7% | $4,751+10.7% |
| Participant deferral / active EE | $7,726 | $5,454+41.7% | $4,878+58.4% | $6,710+15.1% |
| Admin fee / account holder | $568 | $7,877-92.8% | $6,730-91.6% | $11,403-95.0% |