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 | $66,593 | $111,724-40.4% | $93,606-28.9% | $145,922-54.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.58% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,634 | $3,090+17.6% | $2,420+50.2% | $4,660-22.0% |
| Participant deferral / active EE | $10,665 | $4,912+117.1% | $4,411+141.8% | $6,688+59.5% |
| Admin fee / account holder | $3,298 | $10,250-67.8% | $8,285-60.2% | $13,397-75.4% |