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 5-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 | $63,974 | $124,425-48.6% | $112,040-42.9% | $137,256-53.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.10% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,598 | $3,411-53.2% | $2,954-45.9% | $4,156-61.6% |
| Participant deferral / active EE | $3,985 | $5,718-30.3% | $5,098-21.8% | $6,407-37.8% |
| Admin fee / account holder | $340 | $15,207-97.8% | $12,098-97.2% | $12,270-97.2% |