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 | $16,980 | $97,125-82.5% | $86,233-80.3% | $137,256-87.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 143.05% | 74.19%+68.9pp | 61.39%+81.7pp | 220.34%-77.3pp |
| Employer contribution / active EE | $2,531 | $2,841-10.9% | $2,504+1.1% | $4,156-39.1% |
| Participant deferral / active EE | $5,930 | $5,180+14.5% | $4,559+30.1% | $6,407-7.4% |
| Admin fee / account holder | $1,138 | $9,725-88.3% | $8,342-86.4% | $12,270-90.7% |