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 | $16,474 | $177,572-90.7% | $154,803-89.4% | $142,382-88.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.01% | 65.07%-34.1pp | 58.88%-27.9pp | 217.08%-186.1pp |
| Employer contribution / active EE | $2,648 | $4,810-45.0% | $4,305-38.5% | $4,299-38.4% |
| Participant deferral / active EE | $6,726 | $6,272+7.2% | $5,540+21.4% | $6,507+3.4% |
| Admin fee / account holder | $2,757 | $16,786-83.6% | $14,329-80.8% | $12,624-78.2% |