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 | $55,571 | $115,770-52.0% | $101,248-45.1% | $158,922-65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.28% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,985 | $4,175+43.4% | $3,660+63.5% | $4,761+25.7% |
| Participant deferral / active EE | $2,619 | $4,957-47.2% | $4,370-40.1% | $5,982-56.2% |
| Admin fee / account holder | $1,014 | $7,245-86.0% | $5,945-83.0% | $11,246-91.0% |