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 | $23,684 | $112,096-78.9% | $95,952-75.3% | $158,922-85.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.42% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,859 | $3,198-41.9% | $2,541-26.8% | $4,761-61.0% |
| Participant deferral / active EE | $2,725 | $4,784-43.0% | $4,167-34.6% | $5,982-54.4% |
| Admin fee / account holder | $1,232 | $10,130-87.8% | $6,795-81.9% | $11,246-89.0% |