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 | $11,216 | $105,931-89.4% | $81,930-86.3% | $158,922-92.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 20.27% | 38.17%-17.9pp | 29.49%-9.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,358 | $7,800-82.6% | $4,310-68.5% | $4,761-71.5% |
| Participant deferral / active EE | $2,961 | $13,003-77.2% | $7,107-58.3% | $5,982-50.5% |
| Admin fee / account holder | $1,346 | $8,489-84.1% | $5,158-73.9% | $11,246-88.0% |