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 9-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 | $105,053 | $158,398-33.7% | $126,539-17.0% | $142,382-26.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 13.33% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,943 | $4,767+66.6% | $4,083+94.6% | $6,507+22.1% |
| Admin fee / account holder | $1,022 | $6,918-85.2% | $6,065-83.1% | $12,624-91.9% |