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 | $85,468 | $169,032-49.4% | $129,207-33.9% | $145,922-41.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.98% | 14330.11%-14307.1pp | 9417.33%-9394.3pp | 561.29%-538.3pp |
| Employer contribution / active EE | $991 | $5,537-82.1% | $4,153-76.1% | $4,660-78.7% |
| Participant deferral / active EE | $1,098 | $4,987-78.0% | $4,168-73.6% | $6,688-83.6% |
| Admin fee / account holder | $771 | $9,954-92.3% | $7,715-90.0% | $13,397-94.2% |