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 | $13,189 | $117,983-88.8% | $101,794-87.0% | $142,382-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.97% | 36.92%-20.9pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,601 | $2,773-42.3% | $2,289-30.0% | $4,299-62.8% |
| Participant deferral / active EE | $3,780 | $4,714-19.8% | $4,084-7.4% | $6,507-41.9% |
| Admin fee / account holder | $794 | $10,433-92.4% | $8,777-91.0% | $12,624-93.7% |