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 4-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 | $42,679 | $201,272-78.8% | $184,203-76.8% | $145,922-70.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.70% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $12,359 | $7,022+76.0% | $6,427+92.3% | $4,660+165.2% |
| Participant deferral / active EE | $7,812 | $9,806-20.3% | $9,131-14.4% | $6,688+16.8% |
| Admin fee / account holder | $9,507 | $16,364-41.9% | $13,901-31.6% | $13,397-29.0% |