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 | $32,286 | $183,519-82.4% | $155,509-79.2% | $145,922-77.9% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 12.25% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,694 | $5,313-11.6% | $4,672+0.5% | $4,660+0.7% |
| Participant deferral / active EE | $13,534 | $6,462+109.4% | $5,626+140.5% | $6,688+102.4% |
| Admin fee / account holder | $11,018 | $19,313-43.0% | $15,912-30.8% | $13,397-17.8% |