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 | $29,593 | $118,680-75.1% | $98,907-70.1% | $158,922-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.41% | 372.35%-351.9pp | 196.43%-176.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $7,396 | $3,333+121.9% | $2,689+175.1% | $4,761+55.3% |
| Participant deferral / active EE | $3,933 | $5,088-22.7% | $4,244-7.3% | $5,982-34.3% |
| Admin fee / account holder | $1,034 | $10,131-89.8% | $6,642-84.4% | $11,246-90.8% |