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 | $57,595 | $159,901-64.0% | $146,958-60.8% | $145,922-60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.70% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $5,914 | $5,286+11.9% | $4,933+19.9% | $4,660+26.9% |
| Participant deferral / active EE | $8,872 | $8,428+5.3% | $8,070+9.9% | $6,688+32.7% |
| Admin fee / account holder | $346 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |