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 | $22,299 | $77,419-71.2% | $69,455-67.9% | $152,861-85.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 6.99% | 39.06%-32.1pp | 28.97%-22.0pp | 345.32%-338.3pp |
| Employer contribution / active EE | $5,560 | $3,315+67.7% | $2,779+100.1% | $4,762+16.8% |
| Participant deferral / active EE | $2,259 | $4,414-48.8% | $3,535-36.1% | $5,850-61.4% |
| Admin fee / account holder | $1,319 | $6,207-78.7% | $3,839-65.6% | $11,596-88.6% |