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 | $55,190 | $90,503-39.0% | $78,689-29.9% | $273,961-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $470 | $3,176-85.2% | $2,851-83.5% | $4,869-90.3% |
| Participant deferral / active EE | $1,252 | $3,901-67.9% | $3,517-64.4% | $5,287-76.3% |
| Admin fee / account holder | $336 | $5,263-93.6% | $4,510-92.5% | $10,132-96.7% |