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 6-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 | $33,316 | $100,773-66.9% | $88,946-62.5% | $142,382-76.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.70% | 70.18%-49.5pp | 57.82%-37.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,002 | $2,918+2.9% | $2,555+17.5% | $4,299-30.2% |
| Participant deferral / active EE | $5,809 | $5,230+11.1% | $4,581+26.8% | $6,507-10.7% |
| Admin fee / account holder | $478 | $9,693-95.1% | $8,261-94.2% | $12,624-96.2% |