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 | $35,002 | $95,416-63.3% | $185,823-81.2% | $85,850-59.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 43.26% | 23.59%+19.7pp | 122.05%-78.8pp | 318.53%-275.3pp |
| Employer contribution / active EE | $3,047 | $3,314-8.0% | $5,167-41.0% | $2,565+18.8% |
| Participant deferral / active EE | $5,804 | $3,423+69.5% | $5,568+4.2% | $3,952+46.9% |
| Admin fee / account holder | $1,076 | $7,213-85.1% | $16,237-93.4% | $6,260-82.8% |