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 7-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 | $57,274 | $74,888-23.5% | $71,209-19.6% | $142,382-59.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 34.52% | 345.14%-310.6pp | 282.51%-248.0pp | 217.08%-182.6pp |
| Employer contribution / active EE | $9,866 | $2,854+245.7% | $2,721+262.6% | $4,299+129.5% |
| Participant deferral / active EE | $14,911 | $4,454+234.8% | $4,175+257.1% | $6,507+129.2% |
| Admin fee / account holder | $5,920 | $5,568+6.3% | $5,349+10.7% | $12,624-53.1% |