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 | $15,634 | $111,754-86.0% | $103,333-84.9% | $145,922-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,475 | $4,212-65.0% | $3,868-61.9% | $4,660-68.4% |
| Participant deferral / active EE | $2,110 | $5,619-62.4% | $5,057-58.3% | $6,688-68.4% |
| Admin fee / account holder | $5,179 | $9,750-46.9% | $8,355-38.0% | $13,397-61.3% |