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 | $43,666 | $159,602-72.6% | $150,045-70.9% | $142,382-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.27% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,811 | $4,961+37.3% | $4,693+45.1% | $4,299+58.4% |
| Participant deferral / active EE | $10,756 | $8,310+29.4% | $7,997+34.5% | $6,507+65.3% |
| Admin fee / account holder | $1,250 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |