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 | $27,117 | $127,777-78.8% | $106,548-74.5% | $167,490-83.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.01% | 33.87%-23.9pp | 26.80%-16.8pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,388 | $3,427-30.3% | $2,819-15.3% | $4,837-50.6% |
| Participant deferral / active EE | $3,767 | $5,087-25.9% | $4,398-14.3% | $6,341-40.6% |
| Admin fee / account holder | $457 | $11,228-95.9% | $7,407-93.8% | $12,309-96.3% |