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 | $74,049 | $114,381-35.3% | $107,525-31.1% | $142,382-48.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,507 | $4,015-62.5% | $3,754-59.9% | $4,299-65.0% |
| Participant deferral / active EE | $4,160 | $5,564-25.2% | $5,116-18.7% | $6,507-36.1% |
| Admin fee / account holder | $10,573 | $9,860+7.2% | $8,919+18.5% | $12,624-16.2% |