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 | $86,630 | $180,749-52.1% | $160,784-46.1% | $137,256-36.9% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.0%+15.9pp | 80.0%+12.9pp |
| Annual return | 18.14% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,864 | $4,155-55.1% | $3,733-50.1% | $4,156-55.2% |
| Participant deferral / active EE | $3,881 | $6,844-43.3% | $6,293-38.3% | $6,407-39.4% |
| Admin fee / account holder | $1,953 | $10,397-81.2% | $9,717-79.9% | $12,270-84.1% |