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 4-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 | $40,592 | $111,724-63.7% | $93,606-56.6% | $145,922-72.2% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 12.88% | 202.98%-190.1pp | 133.20%-120.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $8,990 | $3,090+191.0% | $2,420+271.5% | $4,660+92.9% |
| Participant deferral / active EE | $4,267 | $4,912-13.1% | $4,411-3.3% | $6,688-36.2% |
| Admin fee / account holder | $3,726 | $10,250-63.6% | $8,285-55.0% | $13,397-72.2% |