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 8-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 | $23,233 | $185,200-87.5% | $142,863-83.7% | $167,490-86.1% |
| Participation rate | 82.4% | 78.4%+3.9pp | 71.9%+10.4pp | 82.1%+0.2pp |
| Annual return | 20.69% | 8555.70%-8535.0pp | 5637.54%-5616.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $1,890 | $5,604-66.3% | $4,144-54.4% | $4,837-60.9% |
| Participant deferral / active EE | $3,443 | $4,494-23.4% | $3,837-10.3% | $6,341-45.7% |
| Admin fee / account holder | $1,153 | $8,031-85.6% | $6,560-82.4% | $12,309-90.6% |