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 | $35,657 | $124,425-71.3% | $112,040-68.2% | $137,256-74.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.58% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,588 | $3,411-53.5% | $2,954-46.2% | $4,156-61.8% |
| Participant deferral / active EE | $2,602 | $5,718-54.5% | $5,098-49.0% | $6,407-59.4% |
| Admin fee / account holder | $11,593 | $15,207-23.8% | $12,098-4.2% | $12,270-5.5% |