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 | $36,851 | $96,305-61.7% | $80,569-54.3% | $139,434-73.6% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.9pp | 80.3%+12.5pp |
| Annual return | 18.59% | 1350.08%-1331.5pp | 935.43%-916.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,616 | $3,262-19.8% | $2,723-3.9% | $4,751-44.9% |
| Participant deferral / active EE | $3,492 | $5,232-33.3% | $4,447-21.5% | $6,710-48.0% |
| Admin fee / account holder | $1,846 | $6,599-72.0% | $5,377-65.7% | $11,403-83.8% |