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 | $20,503 | $118,849-82.7% | $96,562-78.8% | $167,490-87.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.57% | 50.49%-41.9pp | 37.78%-29.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $547 | $3,120-82.5% | $2,356-76.8% | $4,837-88.7% |
| Participant deferral / active EE | $2,266 | $4,616-50.9% | $3,849-41.1% | $6,341-64.3% |
| Admin fee / account holder | $551 | $8,065-93.2% | $6,181-91.1% | $12,309-95.5% |