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 10-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 | $24,383 | $77,634-68.6% | $156,549-84.4% | $62,891-61.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.03% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,027 | $3,444-41.1% | $5,501-63.2% | $2,281-11.1% |
| Participant deferral / active EE | $2,749 | $3,045-9.7% | $4,871-43.6% | $3,203-14.2% |
| Admin fee / account holder | $454 | $5,561-91.8% | $13,027-96.5% | $4,296-89.4% |