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 | $42,478 | $106,584-60.1% | $101,326-58.1% | $142,382-70.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.08% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,794 | $3,956-54.7% | $3,665-51.1% | $4,299-58.3% |
| Participant deferral / active EE | $6,254 | $8,297-24.6% | $7,994-21.8% | $6,507-3.9% |
| Admin fee / account holder | $3,909 | $11,446-65.8% | $11,185-65.0% | $12,624-69.0% |