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 7-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 | $9,956 | $97,125-89.7% | $86,233-88.5% | $137,256-92.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.00% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,417 | $2,841-14.9% | $2,504-3.5% | $4,156-41.9% |
| Participant deferral / active EE | $2,742 | $5,180-47.1% | $4,559-39.9% | $6,407-57.2% |
| Admin fee / account holder | $813 | $9,725-91.6% | $8,342-90.3% | $12,270-93.4% |