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 | $80,179 | $177,572-54.8% | $154,803-48.2% | $142,382-43.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.51% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,678 | $4,810-65.1% | $4,305-61.0% | $4,299-61.0% |
| Participant deferral / active EE | $9,126 | $6,272+45.5% | $5,540+64.7% | $6,507+40.2% |
| Admin fee / account holder | $1,180 | $16,786-93.0% | $14,329-91.8% | $12,624-90.6% |