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 8-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 | $41,937 | $85,202-50.8% | $172,739-75.7% | $72,985-42.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.24% | 27.32%-0.1pp | 802.84%-775.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $3,854 | $3,324+15.9% | $5,143-25.1% | $2,440+58.0% |
| Participant deferral / active EE | $4,286 | $3,260+31.5% | $5,198-17.5% | $3,607+18.8% |
| Admin fee / account holder | $1,926 | $5,884-67.3% | $13,954-86.2% | $5,124-62.4% |