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 7-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 | $12,578 | $127,264-90.1% | $109,895-88.6% | $167,490-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.61% | 22.97%-8.4pp | 29.45%-14.8pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,392 | $3,322-58.1% | $2,842-51.0% | $4,837-71.2% |
| Participant deferral / active EE | $1,790 | $4,514-60.3% | $4,048-55.8% | $6,341-71.8% |
| Admin fee / account holder | $1,304 | $7,114-81.7% | $6,066-78.5% | $12,309-89.4% |