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 | $55,950 | $111,535-49.8% | $105,223-46.8% | $137,256-59.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.00% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $11,744 | $3,939+198.1% | $3,689+218.4% | $4,156+182.6% |
| Participant deferral / active EE | $13,811 | $5,500+151.1% | $5,072+172.3% | $6,407+115.6% |
| Admin fee / account holder | $1,555 | $9,721-84.0% | $8,859-82.5% | $12,270-87.3% |