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 6-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 | $5,965 | $87,166-93.2% | $76,735-92.2% | $137,256-95.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.50% | 26.50%-10.0pp | 29.77%-13.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,171 | $2,904-59.7% | $2,454-52.3% | $4,156-71.8% |
| Participant deferral / active EE | $1,719 | $4,726-63.6% | $4,088-57.9% | $6,407-73.2% |
| Admin fee / account holder | $830 | $8,403-90.1% | $7,189-88.5% | $12,270-93.2% |