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 10-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 | $33,827 | $133,922-74.7% | $116,228-70.9% | $142,382-76.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.86% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,807 | $3,446+10.5% | $2,994+27.1% | $4,299-11.4% |
| Participant deferral / active EE | $1,640 | $5,672-71.1% | $4,953-66.9% | $6,507-74.8% |
| Admin fee / account holder | $2,165 | $14,945-85.5% | $11,989-81.9% | $12,624-82.8% |