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 9-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 | $35,269 | $183,519-80.8% | $155,509-77.3% | $145,922-75.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.64% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,439 | $5,313-35.3% | $4,672-26.4% | $4,660-26.2% |
| Participant deferral / active EE | $2,490 | $6,462-61.5% | $5,626-55.7% | $6,688-62.8% |
| Admin fee / account holder | $1,472 | $19,313-92.4% | $15,912-90.8% | $13,397-89.0% |