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 9-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 | $76,624 | $111,754-31.4% | $103,333-25.8% | $145,922-47.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.51% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,295 | $4,212-45.5% | $3,868-40.7% | $4,660-50.7% |
| Participant deferral / active EE | $4,558 | $5,619-18.9% | $5,057-9.9% | $6,688-31.8% |
| Admin fee / account holder | $8,511 | $9,750-12.7% | $8,355+1.9% | $13,397-36.5% |