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 | $59,549 | $163,101-63.5% | $136,749-56.5% | $142,382-58.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.27% | 27.54%-13.3pp | 24.33%-10.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,349 | $4,117+29.9% | $3,400+57.3% | $4,299+24.4% |
| Participant deferral / active EE | $5,349 | $5,585-4.2% | $4,692+14.0% | $6,507-17.8% |
| Admin fee / account holder | $973 | $14,318-93.2% | $11,386-91.5% | $12,624-92.3% |