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 | $59,203 | $176,056-66.4% | $159,436-62.9% | $167,490-64.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.55% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $13,601 | $5,297+156.8% | $4,829+181.6% | $4,837+181.2% |
| Participant deferral / active EE | $7,198 | $7,750-7.1% | $7,352-2.1% | $6,341+13.5% |
| Admin fee / account holder | $2,328 | $12,554-81.5% | $10,799-78.4% | $12,309-81.1% |