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 3-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 | $16,497 | $154,228-89.3% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.47% | 74.59%-43.1pp | 66.58%-35.1pp | 220.34%-188.9pp |
| Employer contribution / active EE | $5,052 | $4,804+5.2% | $4,554+10.9% | $4,156+21.6% |
| Participant deferral / active EE | $10,379 | $8,216+26.3% | $7,897+31.4% | $6,407+62.0% |
| Admin fee / account holder | $4,778 | $14,344-66.7% | $13,129-63.6% | $12,270-61.1% |