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 | $32,327 | $73,515-56.0% | $62,995-48.7% | $147,584-78.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.68% | 175.43%-160.7pp | 87.57%-72.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,242 | $3,320-62.6% | $2,759-55.0% | $4,876-74.5% |
| Participant deferral / active EE | $1,390 | $4,185-66.8% | $3,329-58.2% | $5,439-74.4% |
| Admin fee / account holder | $2,727 | $5,953-54.2% | $3,600-24.3% | $10,885-74.9% |