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 | $17,935 | $73,515-75.6% | $62,995-71.5% | $147,584-87.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 27.49% | 175.43%-147.9pp | 87.57%-60.1pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,629 | $3,320-20.8% | $2,759-4.7% | $4,876-46.1% |
| Participant deferral / active EE | $4,128 | $4,185-1.4% | $3,329+24.0% | $5,439-24.1% |
| Admin fee / account holder | $551 | $5,953-90.7% | $3,600-84.7% | $10,885-94.9% |