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 9-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 | $57,848 | $48,795+18.6% | $65,493-11.7% | $84,808-31.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.49% | 20.20%-5.7pp | 982.45%-968.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,969 | $1,930+105.7% | $2,574+54.2% | $2,631+50.9% |
| Participant deferral / active EE | $10,776 | $2,928+268.0% | $3,961+172.0% | $4,212+155.9% |
| Admin fee / account holder | $9,164 | $3,877+136.4% | $5,028+82.3% | $7,344+24.8% |