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 9-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 | $59,213 | $117,983-49.8% | $101,794-41.8% | $142,382-58.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.25% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,359 | $2,773-51.0% | $2,289-40.6% | $4,299-68.4% |
| Participant deferral / active EE | $1,479 | $4,714-68.6% | $4,084-63.8% | $6,507-77.3% |
| Admin fee / account holder | $10,911 | $10,433+4.6% | $8,777+24.3% | $12,624-13.6% |