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 | $70,777 | $140,588-49.7% | $123,104-42.5% | $125,391-43.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.96% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,704 | $6,041-38.7% | $5,151-28.1% | $4,866-23.9% |
| Participant deferral / active EE | $16,322 | $6,980+133.8% | $6,230+162.0% | $5,352+205.0% |
| Admin fee / account holder | $910 | $11,198-91.9% | $9,015-89.9% | $9,540-90.5% |