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 | $62,508 | $68,097-8.2% | $62,929-0.7% | $137,256-54.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.84% | 1859.11%-1844.3pp | 1063.93%-1049.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,618 | $2,811+28.7% | $2,505+44.4% | $4,156-13.0% |
| Participant deferral / active EE | $8,173 | $4,553+79.5% | $3,888+110.2% | $6,407+27.6% |
| Admin fee / account holder | $5,597 | $6,521-14.2% | $5,065+10.5% | $12,270-54.4% |