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 | $58,619 | $133,922-56.2% | $116,228-49.6% | $142,382-58.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.20% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,158 | $3,446-8.3% | $2,994+5.5% | $4,299-26.5% |
| Participant deferral / active EE | $15,379 | $5,672+171.1% | $4,953+210.5% | $6,507+136.3% |
| Admin fee / account holder | $978 | $14,945-93.5% | $11,989-91.8% | $12,624-92.3% |