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 | $61,264 | $103,376-40.7% | $87,100-29.7% | $152,861-59.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.01% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,767 | $3,220+17.0% | $2,521+49.4% | $4,762-20.9% |
| Participant deferral / active EE | $4,855 | $4,778+1.6% | $4,049+19.9% | $5,850-17.0% |
| Admin fee / account holder | $2,895 | $12,205-76.3% | $7,497-61.4% | $11,596-75.0% |