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 8-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 | $20,271 | $45,073-55.0% | $69,455-70.8% | $72,985-72.2% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.6%+21.7pp | 69.5%+26.8pp |
| Annual return | 25.79% | 22.65%+3.1pp | 28.97%-3.2pp | 81.00%-55.2pp |
| Employer contribution / active EE | $8,908 | $2,054+333.7% | $2,779+220.5% | $2,440+265.1% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,524 | $3,056-50.1% | $3,839-60.3% | $5,124-70.3% |