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 3-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 | $6,066 | $87,166-93.0% | $76,735-92.1% | $137,256-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.54% | 26.50%-5.0pp | 29.77%-8.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $907 | $2,904-68.8% | $2,454-63.1% | $4,156-78.2% |
| Participant deferral / active EE | $1,450 | $4,726-69.3% | $4,088-64.5% | $6,407-77.4% |
| Admin fee / account holder | $2,533 | $8,403-69.9% | $7,189-64.8% | $12,270-79.4% |