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 | $57,271 | $165,335-65.4% | $149,696-61.7% | $158,922-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 547.83% | 348.15%+199.7pp | 276.60%+271.2pp | 302.83%+245.0pp |
| Employer contribution / active EE | $2,917 | $5,103-42.8% | $4,644-37.2% | $4,761-38.7% |
| Participant deferral / active EE | $5,888 | $7,181-18.0% | $6,842-13.9% | $5,982-1.6% |
| Admin fee / account holder | $3,275 | $10,807-69.7% | $9,309-64.8% | $11,246-70.9% |