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 3-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 | $37,252 | $117,983-68.4% | $101,794-63.4% | $142,382-73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.54% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $5,507 | $2,773+98.6% | $2,289+140.6% | $4,299+28.1% |
| Participant deferral / active EE | $10,500 | $4,714+122.7% | $4,084+157.1% | $6,507+61.4% |
| Admin fee / account holder | $873 | $10,433-91.6% | $8,777-90.1% | $12,624-93.1% |