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 | $34,844 | $185,822-81.2% | $169,993-79.5% | $139,434-75.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.13% | 60.50%-48.4pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,109 | $7,590-72.2% | $6,785-68.9% | $4,751-55.6% |
| Participant deferral / active EE | $4,089 | $11,622-64.8% | $10,408-60.7% | $6,710-39.1% |
| Admin fee / account holder | $12,417 | $15,381-19.3% | $12,815-3.1% | $11,403+8.9% |