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 8-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 | $55,435 | $142,405-61.1% | $115,157-51.9% | $152,861-63.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.67% | 41.48%-13.8pp | 35.60%-7.9pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,071 | $4,010-23.4% | $3,179-3.4% | $4,762-35.5% |
| Participant deferral / active EE | $11,426 | $5,164+121.3% | $4,168+174.1% | $5,850+95.3% |
| Admin fee / account holder | $3,923 | $8,462-53.6% | $7,088-44.7% | $11,596-66.2% |