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 | $62,757 | $178,174-64.8% | $156,181-59.8% | $137,256-54.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.19% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,237 | $4,972-55.0% | $4,294-47.9% | $4,156-46.2% |
| Participant deferral / active EE | $4,555 | $6,888-33.9% | $6,132-25.7% | $6,407-28.9% |
| Admin fee / account holder | $525 | $17,404-97.0% | $14,586-96.4% | $12,270-95.7% |