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 | $35,041 | $176,377-80.1% | $134,143-73.9% | $158,922-78.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.55% | 63.63%-60.1pp | 36.33%-32.8pp | 302.83%-299.3pp |
| Employer contribution / active EE | $1,689 | $5,040-66.5% | $3,704-54.4% | $4,761-64.5% |
| Participant deferral / active EE | $3,066 | $4,091-25.1% | $3,499-12.4% | $5,982-48.7% |
| Admin fee / account holder | $3,468 | $8,718-60.2% | $6,684-48.1% | $11,246-69.2% |