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 | $37,273 | $150,187-75.2% | $120,354-69.0% | $145,922-74.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.41% | 154.07%-139.7pp | 107.15%-92.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,336 | $4,348-69.3% | $3,463-61.4% | $4,660-71.3% |
| Participant deferral / active EE | $1,905 | $6,173-69.1% | $4,991-61.8% | $6,688-71.5% |
| Admin fee / account holder | $2,600 | $12,207-78.7% | $9,423-72.4% | $13,397-80.6% |