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 | $33,714 | $148,534-77.3% | $135,903-75.2% | $139,434-75.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 55.45% | 79.19%-23.7pp | 68.23%-12.8pp | 372.94%-317.5pp |
| Employer contribution / active EE | $9,012 | $5,243+71.9% | $4,856+85.6% | $4,751+89.7% |
| Participant deferral / active EE | $12,875 | $8,100+59.0% | $7,758+66.0% | $6,710+91.9% |
| Admin fee / account holder | $6,010 | $12,400-51.5% | $10,762-44.2% | $11,403-47.3% |