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 | $24,056 | $56,114-57.1% | $96,139-75.0% | $85,850-72.0% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 18.81% | 42.30%-23.5pp | 191.94%-173.1pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,907 | $1,620+79.5% | $2,797+3.9% | $2,565+13.3% |
| Participant deferral / active EE | $5,267 | $2,859+84.2% | $4,349+21.1% | $3,952+33.3% |
| Admin fee / account holder | $3,094 | $3,768-17.9% | $5,537-44.1% | $6,260-50.6% |