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 | $11,612 | $68,097-82.9% | $62,929-81.5% | $137,256-91.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.74% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,943 | $2,811-30.9% | $2,505-22.4% | $4,156-53.2% |
| Participant deferral / active EE | $937 | $4,553-79.4% | $3,888-75.9% | $6,407-85.4% |
| Admin fee / account holder | $623 | $6,521-90.4% | $5,065-87.7% | $12,270-94.9% |