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 8-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 | $67,886 | $96,484-29.6% | $75,886-10.5% | $152,861-55.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.52% | 33.98%-11.5pp | 30.76%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $9,600 | $3,309+190.1% | $2,500+283.9% | $4,762+101.6% |
| Participant deferral / active EE | $25,000 | $4,553+449.1% | $3,603+593.9% | $5,850+327.3% |
| Admin fee / account holder | $997 | $8,078-87.7% | $5,418-81.6% | $11,596-91.4% |