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 | $23,766 | $111,754-78.7% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.77% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,330 | $4,212-44.7% | $3,868-39.8% | $4,660-50.0% |
| Participant deferral / active EE | $3,595 | $5,619-36.0% | $5,057-28.9% | $6,688-46.2% |
| Admin fee / account holder | $310 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |