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 | $36,107 | $197,591-81.7% | $177,821-79.7% | $158,922-77.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.81% | 58.76%-43.0pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,185 | $6,697-37.5% | $5,918-29.3% | $4,761-12.1% |
| Participant deferral / active EE | $3,244 | $8,405-61.4% | $7,714-57.9% | $5,982-45.8% |
| Admin fee / account holder | $1,046 | $15,399-93.2% | $12,427-91.6% | $11,246-90.7% |