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 8-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 | $45,850 | $202,318-77.3% | $172,739-73.5% | $152,861-70.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 19.42% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,495 | $5,856-74.5% | $5,143-70.9% | $4,762-68.6% |
| Participant deferral / active EE | $4,172 | $5,948-29.9% | $5,198-19.7% | $5,850-28.7% |
| Admin fee / account holder | $1,033 | $17,109-94.0% | $13,954-92.6% | $11,596-91.1% |