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 | $18,041 | $149,040-87.9% | $120,225-85.0% | $137,256-86.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.17% | 605.68%-591.5pp | 439.23%-425.1pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,761 | $4,350-36.5% | $3,475-20.6% | $4,156-33.6% |
| Participant deferral / active EE | $1,543 | $4,655-66.8% | $3,999-61.4% | $6,407-75.9% |
| Admin fee / account holder | $6,136 | $6,348-3.3% | $5,696+7.7% | $12,270-50.0% |