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 7-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 | $85,578 | $118,849-28.0% | $96,562-11.4% | $167,490-48.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.65% | 50.49%-30.8pp | 37.78%-18.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,677 | $3,120-14.2% | $2,356+13.6% | $4,837-44.7% |
| Participant deferral / active EE | $3,297 | $4,616-28.6% | $3,849-14.3% | $6,341-48.0% |
| Admin fee / account holder | $2,787 | $8,065-65.4% | $6,181-54.9% | $12,309-77.4% |