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 | $30,739 | $102,317-70.0% | $146,958-79.1% | $80,856-62.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.57% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,241 | $3,713-66.6% | $4,933-74.8% | $2,755-54.9% |
| Participant deferral / active EE | $4,856 | $6,644-26.9% | $8,070-39.8% | $4,296+13.0% |
| Admin fee / account holder | $10,416 | $7,941+31.2% | $12,998-19.9% | $6,918+50.6% |