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 7-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 | $36,439 | $106,515-65.8% | $96,683-62.3% | $139,434-73.9% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 18.19% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $8,489 | $4,103+106.9% | $3,737+127.2% | $4,751+78.7% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $847 | $7,877-89.2% | $6,730-87.4% | $11,403-92.6% |