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 | $28,971 | $95,416-69.6% | $185,823-84.4% | $85,850-66.3% |
| Participation rate | 85.4% | 68.8%+16.7pp | 81.7%+3.7pp | 69.3%+16.1pp |
| Annual return | 27.19% | 23.59%+3.6pp | 122.05%-94.9pp | 318.53%-291.3pp |
| Employer contribution / active EE | $2,106 | $3,314-36.5% | $5,167-59.2% | $2,565-17.9% |
| Participant deferral / active EE | $6,040 | $3,423+76.4% | $5,568+8.5% | $3,952+52.9% |
| Admin fee / account holder | $3,441 | $7,213-52.3% | $16,237-78.8% | $6,260-45.0% |