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 | $58,742 | $77,145-23.9% | $108,410-45.8% | $85,850-31.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.58% | 44.54%-29.0pp | 905.27%-889.7pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,400 | $2,379+0.9% | $3,558-32.5% | $2,565-6.4% |
| Participant deferral / active EE | $5,386 | $5,566-3.2% | $6,563-17.9% | $3,952+36.3% |
| Admin fee / account holder | $1,304 | $5,172-74.8% | $7,295-82.1% | $6,260-79.2% |