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 | $20,226 | $107,334-81.2% | $92,893-78.2% | $152,861-86.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.40% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,774 | $4,221-34.3% | $3,653-24.0% | $4,762-41.7% |
| Participant deferral / active EE | $8,310 | $4,845+71.5% | $4,236+96.2% | $5,850+42.0% |
| Admin fee / account holder | $1,166 | $7,079-83.5% | $5,794-79.9% | $11,596-89.9% |