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 | $53,638 | $165,335-67.6% | $149,696-64.2% | $158,922-66.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.49% | 348.15%-323.7pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $4,122 | $5,103-19.2% | $4,644-11.2% | $4,761-13.4% |
| Participant deferral / active EE | $13,643 | $7,181+90.0% | $6,842+99.4% | $5,982+128.1% |
| Admin fee / account holder | $1,370 | $10,807-87.3% | $9,309-85.3% | $11,246-87.8% |