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 | $31,221 | $97,125-67.9% | $86,233-63.8% | $137,256-77.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.58% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $946 | $2,841-66.7% | $2,504-62.2% | $4,156-77.2% |
| Participant deferral / active EE | $1,373 | $5,180-73.5% | $4,559-69.9% | $6,407-78.6% |
| Admin fee / account holder | $405 | $9,725-95.8% | $8,342-95.1% | $12,270-96.7% |