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 | $64,268 | $133,922-52.0% | $116,228-44.7% | $142,382-54.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.18% | 147.76%-130.6pp | 90.06%-72.9pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,923 | $3,446+13.9% | $2,994+31.0% | $4,299-8.8% |
| Participant deferral / active EE | $8,009 | $5,672+41.2% | $4,953+61.7% | $6,507+23.1% |
| Admin fee / account holder | $14,161 | $14,945-5.2% | $11,989+18.1% | $12,624+12.2% |