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 | $24,301 | $124,319-80.5% | $111,297-78.2% | $167,490-85.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.29% | 37.44%-22.1pp | 54.65%-39.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,820 | $3,435+11.2% | $2,731+39.9% | $4,837-21.0% |
| Participant deferral / active EE | $8,991 | $5,180+73.5% | $4,487+100.4% | $6,341+41.8% |
| Admin fee / account holder | $3,030 | $10,618-71.5% | $7,964-62.0% | $12,309-75.4% |