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 | $33,311 | $169,161-80.3% | $129,295-74.2% | $145,959-77.2% |
| Participation rate | 90.9% | 76.5%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 20.93% | 14348.07%-14327.1pp | 9429.28%-9408.3pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,187 | $5,543-60.5% | $4,157-47.4% | $4,661-53.1% |
| Participant deferral / active EE | $2,332 | $4,989-53.3% | $4,169-44.1% | $6,689-65.1% |
| Admin fee / account holder | $1,166 | $9,878-88.2% | $7,665-84.8% | $13,398-91.3% |