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 | $12,834 | $74,888-82.9% | $71,209-82.0% | $142,382-91.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.42% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,566 | $2,854-45.1% | $2,721-42.4% | $4,299-63.6% |
| Participant deferral / active EE | $3,155 | $4,454-29.2% | $4,175-24.4% | $6,507-51.5% |
| Admin fee / account holder | $9,305 | $5,568+67.1% | $5,349+74.0% | $12,624-26.3% |