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 | $49,835 | $100,773-50.5% | $88,946-44.0% | $142,382-65.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.29% | 70.18%-57.9pp | 57.82%-45.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $835 | $2,918-71.4% | $2,555-67.3% | $4,299-80.6% |
| Participant deferral / active EE | $3,963 | $5,230-24.2% | $4,581-13.5% | $6,507-39.1% |
| Admin fee / account holder | $2,751 | $9,693-71.6% | $8,261-66.7% | $12,624-78.2% |