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 | $93,596 | $115,770-19.2% | $101,248-7.6% | $158,922-41.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.90% | 56.14%-46.2pp | 46.47%-36.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,730 | $4,175-58.5% | $3,660-52.7% | $4,761-63.7% |
| Participant deferral / active EE | $3,358 | $4,957-32.3% | $4,370-23.2% | $5,982-43.9% |
| Admin fee / account holder | $767 | $7,245-89.4% | $5,945-87.1% | $11,246-93.2% |