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 | $31,721 | $148,534-78.6% | $135,903-76.7% | $139,434-77.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.47% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,029 | $5,243-42.2% | $4,856-37.6% | $4,751-36.2% |
| Participant deferral / active EE | $5,660 | $8,100-30.1% | $7,758-27.0% | $6,710-15.7% |
| Admin fee / account holder | $1,935 | $12,400-84.4% | $10,762-82.0% | $11,403-83.0% |