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 | $38,608 | $69,362-44.3% | $101,248-61.9% | $73,488-47.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.11% | 18.46%-3.4pp | 46.47%-31.4pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,334 | $2,628-11.2% | $3,660-36.2% | $2,270+2.8% |
| Participant deferral / active EE | $4,542 | $3,300+37.7% | $4,370+3.9% | $3,740+21.5% |
| Admin fee / account holder | $935 | $704+32.9% | $5,945-84.3% | $513+82.2% |