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 | $19,936 | $112,881-82.3% | $90,951-78.1% | $158,922-87.5% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 24.90% | 215.79%-190.9pp | 134.60%-109.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,364 | $2,893-18.3% | $2,122+11.4% | $4,761-50.3% |
| Participant deferral / active EE | $3,056 | $4,128-26.0% | $3,373-9.4% | $5,982-48.9% |
| Admin fee / account holder | $481 | $8,041-94.0% | $5,959-91.9% | $11,246-95.7% |