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 | $10,560 | $74,888-85.9% | $71,209-85.2% | $142,382-92.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.82% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,319 | $2,854-18.8% | $2,721-14.8% | $4,299-46.1% |
| Participant deferral / active EE | $2,574 | $4,454-42.2% | $4,175-38.3% | $6,507-60.4% |
| Admin fee / account holder | $1,845 | $5,568-66.9% | $5,349-65.5% | $12,624-85.4% |