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 | $49,765 | $111,535-55.4% | $105,223-52.7% | $137,256-63.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.27% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,622 | $3,939+42.7% | $3,689+52.4% | $4,156+35.3% |
| Participant deferral / active EE | $9,263 | $5,500+68.4% | $5,072+82.6% | $6,407+44.6% |
| Admin fee / account holder | $9,496 | $9,721-2.3% | $8,859+7.2% | $12,270-22.6% |