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 | $25,316 | $102,966-75.4% | $90,281-72.0% | $152,861-83.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.54% | 95.16%-68.6pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,100 | $3,139-33.1% | $2,854-26.4% | $4,762-55.9% |
| Participant deferral / active EE | $992 | $4,281-76.8% | $3,885-74.5% | $5,850-83.1% |
| Admin fee / account holder | $833 | $6,171-86.5% | $5,351-84.4% | $11,596-92.8% |