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 | $56,817 | $53,822+5.6% | $75,696-24.9% | $85,850-33.8% |
| Participation rate | 97.7% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.4pp |
| Annual return | 18.43% | 24.54%-6.1pp | 104.53%-86.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,955 | $2,017+294.4% | $2,743+190.0% | $2,565+210.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,357 | $3,343-29.5% | $3,619-34.9% | $6,260-62.4% |