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 8-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 | $10,103 | $100,773-90.0% | $88,946-88.6% | $142,382-92.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.83% | 70.18%-53.3pp | 57.82%-41.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,638 | $2,918-9.6% | $2,555+3.3% | $4,299-38.6% |
| Participant deferral / active EE | $4,665 | $5,230-10.8% | $4,581+1.8% | $6,507-28.3% |
| Admin fee / account holder | $501 | $9,693-94.8% | $8,261-93.9% | $12,624-96.0% |