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 | $50,694 | $111,535-54.5% | $105,223-51.8% | $137,256-63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.28% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,115 | $3,939-46.3% | $3,689-42.7% | $4,156-49.1% |
| Participant deferral / active EE | $4,375 | $5,500-20.5% | $5,072-13.7% | $6,407-31.7% |
| Admin fee / account holder | $4,070 | $9,721-58.1% | $8,859-54.1% | $12,270-66.8% |