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 | $32,024 | $102,317-68.7% | $146,958-78.2% | $80,856-60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.68% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,606 | $3,713+24.0% | $4,933-6.6% | $2,755+67.2% |
| Participant deferral / active EE | $2,613 | $6,644-60.7% | $8,070-67.6% | $4,296-39.2% |
| Admin fee / account holder | $579 | $7,941-92.7% | $12,998-95.5% | $6,918-91.6% |