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 | $34,919 | $93,571-62.7% | $135,903-74.3% | $75,163-53.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.18% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $4,236 | $3,537+19.8% | $4,856-12.8% | $2,670+58.7% |
| Participant deferral / active EE | $8,761 | $6,404+36.8% | $7,758+12.9% | $4,125+112.4% |
| Admin fee / account holder | $2,529 | $6,975-63.7% | $10,762-76.5% | $5,651-55.2% |