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 | $39,175 | $100,852-61.2% | $90,404-56.7% | $158,922-75.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.30% | 1724.20%-1715.9pp | 1293.02%-1284.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $457 | $3,689-87.6% | $3,262-86.0% | $4,761-90.4% |
| Participant deferral / active EE | $1,776 | $4,348-59.2% | $3,963-55.2% | $5,982-70.3% |
| Admin fee / account holder | $4,407 | $6,501-32.2% | $5,611-21.4% | $11,246-60.8% |