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 | $16,485 | $111,535-85.2% | $105,223-84.3% | $137,256-88.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.37% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,513 | $3,939-10.8% | $3,689-4.7% | $4,156-15.5% |
| Participant deferral / active EE | $9,927 | $5,500+80.5% | $5,072+95.7% | $6,407+54.9% |
| Admin fee / account holder | $132,955 | $9,721+1267.6% | $8,859+1400.8% | $12,270+983.6% |