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 | $69,006 | $176,812-61.0% | $146,665-52.9% | $167,490-58.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.49% | 24.03%-13.5pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,444 | $5,160-72.0% | $4,136-65.1% | $4,837-70.1% |
| Participant deferral / active EE | $5,767 | $6,440-10.5% | $5,506+4.7% | $6,341-9.1% |
| Admin fee / account holder | $10,618 | $13,259-19.9% | $10,280+3.3% | $12,309-13.7% |