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 | $37,210 | $106,515-65.1% | $96,683-61.5% | $139,434-73.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,478 | $4,103-39.6% | $3,737-33.7% | $4,751-47.8% |
| Participant deferral / active EE | $3,628 | $5,454-33.5% | $4,878-25.6% | $6,710-45.9% |
| Admin fee / account holder | $1,488 | $7,877-81.1% | $6,730-77.9% | $11,403-86.9% |