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 | $13,228 | $109,327-87.9% | $89,391-85.2% | $158,922-91.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.40% | 345.68%-321.3pp | 245.62%-221.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $3,135 | $3,170-1.1% | $2,586+21.3% | $4,761-34.2% |
| Participant deferral / active EE | $4,761 | $4,598+3.5% | $3,890+22.4% | $5,982-20.4% |
| Admin fee / account holder | $1,357 | $6,153-77.9% | $4,881-72.2% | $11,246-87.9% |