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 | $54,938 | $70,756-22.4% | $65,493-16.1% | $142,382-61.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.14% | 1754.89%-1740.8pp | 982.45%-968.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,863 | $2,881+207.7% | $2,574+244.3% | $4,299+106.2% |
| Participant deferral / active EE | $7,417 | $4,637+59.9% | $3,961+87.3% | $6,507+14.0% |
| Admin fee / account holder | $27,801 | $6,559+323.9% | $5,028+452.9% | $12,624+120.2% |