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 | $8,260 | $96,635-91.5% | $86,612-90.5% | $139,434-94.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.98% | 106.41%-85.4pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,412 | $3,263-26.1% | $3,022-20.2% | $4,751-49.2% |
| Participant deferral / active EE | $3,957 | $4,836-18.2% | $4,438-10.8% | $6,710-41.0% |
| Admin fee / account holder | $314 | $6,408-95.1% | $5,614-94.4% | $11,403-97.2% |