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 | $21,631 | $110,809-80.5% | $86,874-75.1% | $167,490-87.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.28% | 116.98%-102.7pp | 63.52%-49.2pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,043 | $3,244-6.2% | $2,495+21.9% | $4,837-37.1% |
| Participant deferral / active EE | $5,849 | $4,546+28.7% | $3,699+58.1% | $6,341-7.8% |
| Admin fee / account holder | $10,973 | $8,415+30.4% | $5,828+88.3% | $12,309-10.9% |