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 | $62,543 | $162,781-61.6% | $133,956-53.3% | $158,922-60.6% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 9.24% | 41.94%-32.7pp | 45.09%-35.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $11,579 | $4,975+132.7% | $3,919+195.5% | $4,761+143.2% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,711 | $11,736-85.4% | $8,927-80.8% | $11,246-84.8% |