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 6-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 | $23,983 | $176,056-86.4% | $159,436-85.0% | $167,490-85.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.12% | 331.75%-302.6pp | 263.57%-234.5pp | 478.56%-449.4pp |
| Employer contribution / active EE | $2,933 | $5,297-44.6% | $4,829-39.3% | $4,837-39.4% |
| Participant deferral / active EE | $9,163 | $7,750+18.2% | $7,352+24.6% | $6,341+44.5% |
| Admin fee / account holder | $873 | $12,554-93.0% | $10,799-91.9% | $12,309-92.9% |