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 | $33,791 | $72,071-53.1% | $68,368-50.6% | $137,256-75.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.40% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,854 | $2,788+2.4% | $2,649+7.7% | $4,156-31.3% |
| Participant deferral / active EE | $5,219 | $4,410+18.3% | $4,123+26.6% | $6,407-18.5% |
| Admin fee / account holder | $728 | $5,336-86.4% | $5,150-85.9% | $12,270-94.1% |