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 | $56,461 | $96,635-41.6% | $86,612-34.8% | $139,434-59.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.44% | 106.41%-89.0pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,264 | $3,263+61.3% | $3,022+74.2% | $4,751+10.8% |
| Participant deferral / active EE | $7,259 | $4,836+50.1% | $4,438+63.6% | $6,710+8.2% |
| Admin fee / account holder | $396 | $6,408-93.8% | $5,614-92.9% | $11,403-96.5% |