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 7-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 | $41,721 | $169,032-75.3% | $129,207-67.7% | $145,922-71.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.12% | 14330.11%-14310.0pp | 9417.33%-9397.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,729 | $5,537-68.8% | $4,153-58.4% | $4,660-62.9% |
| Participant deferral / active EE | $1,368 | $4,987-72.6% | $4,168-67.2% | $6,688-79.5% |
| Admin fee / account holder | $7,343 | $9,954-26.2% | $7,715-4.8% | $13,397-45.2% |