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 | $59,214 | $100,852-41.3% | $90,404-34.5% | $158,922-62.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.42% | 1724.20%-1715.8pp | 1293.02%-1284.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,884 | $3,689-48.9% | $3,262-42.2% | $4,761-60.4% |
| Participant deferral / active EE | $5,622 | $4,348+29.3% | $3,963+41.8% | $5,982-6.0% |
| Admin fee / account holder | $4,791 | $6,501-26.3% | $5,611-14.6% | $11,246-57.4% |