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 | $29,283 | $140,578-79.2% | $100,671-70.9% | $125,391-76.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.36% | 24.67%-24.3pp | 20.43%-20.1pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,378 | $5,965-60.1% | $4,012-40.7% | $4,866-51.1% |
| Participant deferral / active EE | $4,823 | $3,981+21.1% | $3,144+53.4% | $5,352-9.9% |
| Admin fee / account holder | $663 | $6,716-90.1% | $4,850-86.3% | $9,540-93.1% |