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 | $74,377 | $227,553-67.3% | $189,557-60.8% | $167,490-55.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.60% | 78.40%-59.8pp | 64.17%-45.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,541 | $5,316-71.0% | $4,412-65.1% | $4,837-68.1% |
| Participant deferral / active EE | $9,720 | $7,002+38.8% | $6,174+57.4% | $6,341+53.3% |
| Admin fee / account holder | $3,171 | $11,878-73.3% | $9,807-67.7% | $12,309-74.2% |