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 6-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 | $66,896 | $154,117-56.6% | $129,995-48.5% | $139,434-52.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 142.40% | 32.48%+109.9pp | -137.18%+279.6pp | 372.94%-230.5pp |
| Employer contribution / active EE | $3,277 | $5,289-38.0% | $4,320-24.1% | $4,751-31.0% |
| Participant deferral / active EE | $18,494 | $6,710+175.6% | $5,820+217.8% | $6,710+175.6% |
| Admin fee / account holder | $2,212 | $14,007-84.2% | $10,614-79.2% | $11,403-80.6% |