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 7-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 | $11,775 | $106,515-88.9% | $96,683-87.8% | $139,434-91.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 15.19% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,427 | $4,103-16.5% | $3,737-8.3% | $4,751-27.9% |
| Participant deferral / active EE | $2,058 | $5,454-62.3% | $4,878-57.8% | $6,710-69.3% |
| Admin fee / account holder | $2,778 | $7,877-64.7% | $6,730-58.7% | $11,403-75.6% |