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 | $11,915 | $106,515-88.8% | $96,683-87.7% | $139,434-91.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.19% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,002 | $4,103-75.6% | $3,737-73.2% | $4,751-78.9% |
| Participant deferral / active EE | $2,678 | $5,454-50.9% | $4,878-45.1% | $6,710-60.1% |
| Admin fee / account holder | $573 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |