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 10-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 | $15,857 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-94.2% |
| Participation rate | 71.4% | 74.1%-2.6pp | 68.4%+3.0pp | 83.0%-11.6pp |
| Annual return | 7.25% | 2.55%+4.7pp | 5.24%+2.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,301 | $2,350-44.6% | $1,844-29.4% | $4,869-73.3% |
| Participant deferral / active EE | $2,948 | $2,962-0.5% | $2,591+13.8% | $5,287-44.2% |
| Admin fee / account holder | $313 | $3,725-91.6% | $2,903-89.2% | $10,132-96.9% |