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 | $24,527 | $90,600-72.9% | $79,464-69.1% | $135,375-81.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.96% | 977.43%-966.5pp | 718.14%-707.2pp | 519.73%-508.8pp |
| Employer contribution / active EE | $2,111 | $3,068-31.2% | $2,800-24.6% | $4,779-55.8% |
| Participant deferral / active EE | $2,370 | $4,050-41.5% | $3,704-36.0% | $5,609-57.7% |
| Admin fee / account holder | $5,531 | $5,907-6.4% | $5,113+8.2% | $10,827-48.9% |