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 | $55,918 | $100,773-44.5% | $88,946-37.1% | $142,382-60.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.27% | 70.18%-48.9pp | 57.82%-36.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,990 | $2,918+105.3% | $2,555+134.5% | $4,299+39.3% |
| Participant deferral / active EE | $13,182 | $5,230+152.0% | $4,581+187.7% | $6,507+102.6% |
| Admin fee / account holder | $12,864 | $9,693+32.7% | $8,261+55.7% | $12,624+1.9% |