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 | $42,076 | $72,012-41.6% | $185,823-77.4% | $79,858-47.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.12% | 23.12%-11.0pp | 35.95%-23.8pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,212 | $1,965+12.6% | $4,087-45.9% | $2,471-10.5% |
| Participant deferral / active EE | $2,125 | $3,779-43.8% | $5,632-62.3% | $3,740-43.2% |
| Admin fee / account holder | $898 | $4,513-80.1% | $9,500-90.6% | $5,306-83.1% |