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 | $99,189 | $158,817-37.5% | $121,196-18.2% | $135,375-26.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 15.65% | -0.64%+16.3pp | 16.93%-1.3pp | 519.73%-504.1pp |
| Employer contribution / active EE | $729 | $5,665-87.1% | $4,022-81.9% | $4,779-84.7% |
| Participant deferral / active EE | $2,918 | $4,005-27.1% | $3,344-12.8% | $5,609-48.0% |
| Admin fee / account holder | $1,869 | $6,512-71.3% | $5,019-62.8% | $10,827-82.7% |