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 | $24,929 | $211,958-88.2% | $169,463-85.3% | $135,375-81.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.88% | 3.26%-7.1pp | 1.83%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $9,442 | $5,120+84.4% | $4,159+127.0% | $4,779+97.6% |
| Participant deferral / active EE | $9,296 | $6,075+53.0% | $5,277+76.2% | $5,609+65.7% |
| Admin fee / account holder | $1,227 | $11,471-89.3% | $9,109-86.5% | $10,827-88.7% |