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 | $32,676 | $133,922-75.6% | $116,228-71.9% | $142,382-77.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 51.60% | 147.76%-96.2pp | 90.06%-38.5pp | 217.08%-165.5pp |
| Employer contribution / active EE | $2,467 | $3,446-28.4% | $2,994-17.6% | $4,299-42.6% |
| Participant deferral / active EE | $4,882 | $5,672-13.9% | $4,953-1.4% | $6,507-25.0% |
| Admin fee / account holder | $1,311 | $14,945-91.2% | $11,989-89.1% | $12,624-89.6% |