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 6-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 | $12,200 | $106,584-88.6% | $101,326-88.0% | $142,382-91.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.19% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,215 | $3,956-69.3% | $3,665-66.9% | $4,299-71.7% |
| Participant deferral / active EE | $8,240 | $8,297-0.7% | $7,994+3.1% | $6,507+26.6% |
| Admin fee / account holder | $632 | $11,446-94.5% | $11,185-94.4% | $12,624-95.0% |