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 9-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 | $70,872 | $210,648-66.4% | $177,989-60.2% | $145,922-51.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 385.86%-377.1pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,044 | $4,565-33.3% | $3,949-22.9% | $4,660-34.7% |
| Participant deferral / active EE | $3,580 | $6,958-48.5% | $6,276-43.0% | $6,688-46.5% |
| Admin fee / account holder | $5,260 | $12,013-56.2% | $10,363-49.2% | $13,397-60.7% |