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 | $27,182 | $72,071-62.3% | $68,368-60.2% | $137,256-80.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.14% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,196 | $2,788-57.1% | $2,649-54.9% | $4,156-71.2% |
| Participant deferral / active EE | $1,971 | $4,410-55.3% | $4,123-52.2% | $6,407-69.2% |
| Admin fee / account holder | $1,111 | $5,336-79.2% | $5,150-78.4% | $12,270-90.9% |