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 | $40,083 | $98,750-59.4% | $149,696-73.2% | $79,858-49.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 42.24% | 27.43%+14.8pp | 276.60%-234.4pp | 31.71%+10.5pp |
| Employer contribution / active EE | $2,422 | $3,216-24.7% | $4,644-47.8% | $2,471-2.0% |
| Participant deferral / active EE | $6,371 | $5,680+12.2% | $6,842-6.9% | $3,740+70.4% |
| Admin fee / account holder | $1,999 | $6,053-67.0% | $9,309-78.5% | $5,306-62.3% |