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 | $29,053 | $162,781-82.2% | $133,956-78.3% | $158,922-81.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 34.06% | 41.94%-7.9pp | 45.09%-11.0pp | 302.83%-268.8pp |
| Employer contribution / active EE | $5,851 | $4,975+17.6% | $3,919+49.3% | $4,761+22.9% |
| Participant deferral / active EE | $2,641 | $5,911-55.3% | $5,048-47.7% | $5,982-55.8% |
| Admin fee / account holder | $412 | $11,736-96.5% | $8,927-95.4% | $11,246-96.3% |