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 8-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 | $30,942 | $124,281-75.1% | $109,143-71.7% | $167,490-81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.47% | 26.04%-6.6pp | 25.75%-6.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,370 | $4,207-43.7% | $3,722-36.3% | $4,837-51.0% |
| Participant deferral / active EE | $10,733 | $5,255+104.2% | $4,653+130.7% | $6,341+69.3% |
| Admin fee / account holder | $1,793 | $7,970-77.5% | $6,752-73.4% | $12,309-85.4% |