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 9-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 | $35,419 | $217,402-83.7% | $185,823-80.9% | $167,490-78.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.05% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,892 | $5,873-67.8% | $5,167-63.4% | $4,837-60.9% |
| Participant deferral / active EE | $4,448 | $6,356-30.0% | $5,568-20.1% | $6,341-29.9% |
| Admin fee / account holder | $6,161 | $19,811-68.9% | $16,237-62.1% | $12,309-49.9% |