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 6-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 | $25,435 | $60,022-57.6% | $88,946-71.4% | $84,808-70.0% |
| Participation rate | 80.0% | 57.8%+22.2pp | 68.8%+11.2pp | 68.3%+11.7pp |
| Annual return | 20.45% | 22.43%-2.0pp | 57.82%-37.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,500 | $1,703+105.6% | $2,555+37.0% | $2,631+33.0% |
| Participant deferral / active EE | $6,062 | $3,114+94.7% | $4,581+32.3% | $4,212+43.9% |
| Admin fee / account holder | $3,526 | $4,811-26.7% | $8,261-57.3% | $7,344-52.0% |