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 7-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 | $12,641 | $52,279-75.8% | $89,391-85.9% | $79,858-84.2% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 67.53% | 22.16%+45.4pp | 245.62%-178.1pp | 31.71%+35.8pp |
| Employer contribution / active EE | $3,820 | $1,572+143.1% | $2,586+47.7% | $2,471+54.6% |
| Participant deferral / active EE | $4,194 | $2,740+53.0% | $3,890+7.8% | $3,740+12.1% |
| Admin fee / account holder | $744 | $3,356-77.8% | $4,881-84.8% | $5,306-86.0% |