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 | $34,052 | $106,515-68.0% | $96,683-64.8% | $139,434-75.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.41% | 38.43%-26.0pp | 35.69%-23.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,761 | $4,103-57.1% | $3,737-52.9% | $4,751-62.9% |
| Participant deferral / active EE | $4,720 | $5,454-13.5% | $4,878-3.2% | $6,710-29.7% |
| Admin fee / account holder | $512 | $7,877-93.5% | $6,730-92.4% | $11,403-95.5% |