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 | $36,129 | $138,044-73.8% | $125,339-71.2% | $134,475-73.1% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | 2.42% | 750.33%-747.9pp | 572.05%-569.6pp | 417.96%-415.5pp |
| Employer contribution / active EE | $2,305 | $5,243-56.0% | $4,814-52.1% | $4,740-51.4% |
| Participant deferral / active EE | $3,057 | $7,799-60.8% | $7,446-59.0% | $6,400-52.2% |
| Admin fee / account holder | $317 | $11,571-97.3% | $10,010-96.8% | $11,426-97.2% |