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 6-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 | $47,247 | $110,502-57.2% | $80,716-41.5% | $167,490-71.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.50% | 120.54%-108.0pp | 87.28%-74.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,654 | $1,543+201.7% | $1,160+301.2% | $4,837-3.8% |
| Participant deferral / active EE | $4,831 | $2,871+68.3% | $2,146+125.1% | $6,341-23.8% |
| Admin fee / account holder | $1,917 | $4,545-57.8% | $3,380-43.3% | $12,309-84.4% |