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 7-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 | $51,859 | $185,822-72.1% | $169,993-69.5% | $139,434-62.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.34% | 60.50%-39.2pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,083 | $7,590-59.4% | $6,785-54.6% | $4,751-35.1% |
| Participant deferral / active EE | $8,316 | $11,622-28.4% | $10,408-20.1% | $6,710+23.9% |
| Admin fee / account holder | $3,818 | $15,381-75.2% | $12,815-70.2% | $11,403-66.5% |