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 | $36,566 | $72,277-49.4% | $101,248-63.9% | $79,858-54.2% |
| Participation rate | 93.4% | 68.5%+24.9pp | 75.8%+17.6pp | 69.6%+23.8pp |
| Annual return | 199.04% | 22.30%+176.7pp | 46.47%+152.6pp | 31.71%+167.3pp |
| Employer contribution / active EE | $12,694 | $2,692+371.6% | $3,660+246.9% | $2,471+413.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,407 | $4,400+0.1% | $5,945-25.9% | $5,306-17.0% |