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 | $27,550 | $148,534-81.5% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.31% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,385 | $5,243-54.5% | $4,856-50.9% | $4,751-49.8% |
| Participant deferral / active EE | $2,529 | $8,100-68.8% | $7,758-67.4% | $6,710-62.3% |
| Admin fee / account holder | $500 | $12,400-96.0% | $10,762-95.4% | $11,403-95.6% |