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 | $30,570 | $100,852-69.7% | $90,404-66.2% | $158,922-80.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 11.69% | 1724.20%-1712.5pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,885 | $3,689-48.9% | $3,262-42.2% | $4,761-60.4% |
| Participant deferral / active EE | $4,667 | $4,348+7.3% | $3,963+17.8% | $5,982-22.0% |
| Admin fee / account holder | $17,972 | $6,501+176.5% | $5,611+220.3% | $11,246+59.8% |