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 6-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 | $37,710 | $176,812-78.7% | $146,665-74.3% | $167,490-77.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.56% | 24.03%-14.5pp | 22.74%-13.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $5,170 | $5,160+0.2% | $4,136+25.0% | $4,837+6.9% |
| Participant deferral / active EE | $8,269 | $6,440+28.4% | $5,506+50.2% | $6,341+30.4% |
| Admin fee / account holder | $6,568 | $13,259-50.5% | $10,280-36.1% | $12,309-46.6% |