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 | $35,814 | $140,940-74.6% | $112,229-68.1% | $139,434-74.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.51% | 32.71%-22.2pp | 30.20%-19.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,339 | $4,283-22.0% | $3,430-2.6% | $4,751-29.7% |
| Participant deferral / active EE | $3,679 | $5,874-37.4% | $4,798-23.3% | $6,710-45.2% |
| Admin fee / account holder | $2,300 | $9,954-76.9% | $7,748-70.3% | $11,403-79.8% |