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 | $50,585 | $99,877-49.4% | $84,966-40.5% | $145,922-65.3% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 13.16% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,125 | $3,231-3.3% | $2,727+14.6% | $4,660-32.9% |
| Participant deferral / active EE | $4,269 | $5,291-19.3% | $4,519-5.5% | $6,688-36.2% |
| Admin fee / account holder | $7,526 | $7,248+3.8% | $6,149+22.4% | $13,397-43.8% |