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 6-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 | $34,793 | $210,648-83.5% | $177,989-80.5% | $145,922-76.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.34% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,273 | $4,565-50.2% | $3,949-42.4% | $4,660-51.2% |
| Participant deferral / active EE | $5,274 | $6,958-24.2% | $6,276-16.0% | $6,688-21.1% |
| Admin fee / account holder | $1,609 | $12,013-86.6% | $10,363-84.5% | $13,397-88.0% |