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 | $14,569 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.03% | 65.07%-48.0pp | 58.88%-41.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,815 | $4,810-62.3% | $4,305-57.8% | $4,299-57.8% |
| Participant deferral / active EE | $2,942 | $6,272-53.1% | $5,540-46.9% | $6,507-54.8% |
| Admin fee / account holder | $333 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |