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 | $16,498 | $107,334-84.6% | $92,893-82.2% | $152,861-89.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 28.08% | 145.58%-117.5pp | 109.41%-81.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $3,044 | $4,221-27.9% | $3,653-16.7% | $4,762-36.1% |
| Participant deferral / active EE | $4,681 | $4,845-3.4% | $4,236+10.5% | $5,850-20.0% |
| Admin fee / account holder | $308 | $7,079-95.6% | $5,794-94.7% | $11,596-97.3% |