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 | $16,031 | $109,817-85.4% | $98,442-83.7% | $167,490-90.4% |
| Participation rate | 95.2% | 75.8%+19.4pp | 73.3%+21.9pp | 82.1%+13.1pp |
| Annual return | 16.10% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,346 | $3,224+3.8% | $2,960+13.0% | $4,837-30.8% |
| Participant deferral / active EE | $6,362 | $4,673+36.1% | $4,276+48.8% | $6,341+0.3% |
| Admin fee / account holder | $1,074 | $6,753-84.1% | $5,949-82.0% | $12,309-91.3% |