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 | $21,848 | $110,257-80.2% | $96,544-77.4% | $139,434-84.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.60% | 26.32%-6.7pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,222 | $3,620-66.2% | $2,965-58.8% | $4,751-74.3% |
| Participant deferral / active EE | $5,444 | $5,548-1.9% | $4,851+12.2% | $6,710-18.9% |
| Admin fee / account holder | $307 | $11,591-97.3% | $8,252-96.3% | $11,403-97.3% |