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 | $41,542 | $100,970-58.9% | $96,576-57.0% | $137,256-69.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 28.84% | 38.16%-9.3pp | 38.47%-9.6pp | 220.34%-191.5pp |
| Employer contribution / active EE | $4,554 | $3,809+19.6% | $3,553+28.2% | $4,156+9.6% |
| Participant deferral / active EE | $11,638 | $8,286+40.4% | $7,956+46.3% | $6,407+81.7% |
| Admin fee / account holder | $7,522 | $11,312-33.5% | $11,381-33.9% | $12,270-38.7% |