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 | $28,852 | $81,460-64.6% | $103,333-72.1% | $80,856-64.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.98% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,358 | $3,105+40.3% | $3,868+12.7% | $2,755+58.2% |
| Participant deferral / active EE | $2,841 | $3,869-26.6% | $5,057-43.8% | $4,296-33.9% |
| Admin fee / account holder | $618 | $6,566-90.6% | $8,355-92.6% | $6,918-91.1% |