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 | $44,488 | $124,281-64.2% | $109,143-59.2% | $167,490-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.19% | 26.04%-11.8pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,323 | $4,207-68.6% | $3,722-64.5% | $4,837-72.7% |
| Participant deferral / active EE | $6,252 | $5,255+19.0% | $4,653+34.4% | $6,341-1.4% |
| Admin fee / account holder | $2,238 | $7,970-71.9% | $6,752-66.9% | $12,309-81.8% |