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 | $73,512 | $101,618-27.7% | $93,063-21.0% | $137,256-46.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.32% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,804 | $2,707+40.5% | $2,476+53.6% | $4,156-8.5% |
| Participant deferral / active EE | $7,070 | $4,279+65.2% | $3,958+78.6% | $6,407+10.4% |
| Admin fee / account holder | $1,286 | $6,198-79.3% | $6,033-78.7% | $12,270-89.5% |