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 8-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 | $27,362 | $124,185-78.0% | $108,410-74.8% | $167,490-83.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.48% | 1379.64%-1368.2pp | 905.27%-893.8pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,175 | $4,187-24.2% | $3,558-10.8% | $4,837-34.4% |
| Participant deferral / active EE | $4,090 | $6,908-40.8% | $6,563-37.7% | $6,341-35.5% |
| Admin fee / account holder | $2,538 | $9,455-73.2% | $7,295-65.2% | $12,309-79.4% |