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 | $60,623 | $80,724-24.9% | $103,333-41.3% | $74,495-18.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 15.21% | 27.56%-12.4pp | 24.88%-9.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,711 | $3,157-45.8% | $3,868-55.8% | $2,623-34.8% |
| Participant deferral / active EE | $3,484 | $3,860-9.7% | $5,057-31.1% | $4,346-19.8% |
| Admin fee / account holder | $1,308 | $2,368-44.7% | $8,355-84.3% | $1,942-32.6% |