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 | $20,134 | $114,381-82.4% | $107,525-81.3% | $142,382-85.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.95% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,304 | $4,015-67.5% | $3,754-65.2% | $4,299-69.7% |
| Participant deferral / active EE | $1,917 | $5,564-65.6% | $5,116-62.5% | $6,507-70.5% |
| Admin fee / account holder | $410 | $9,860-95.8% | $8,919-95.4% | $12,624-96.7% |