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 8-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 | $59,350 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.14% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,376 | $5,243-16.5% | $4,856-9.9% | $4,751-7.9% |
| Participant deferral / active EE | $14,373 | $8,100+77.4% | $7,758+85.3% | $6,710+114.2% |
| Admin fee / account holder | $589 | $12,400-95.3% | $10,762-94.5% | $11,403-94.8% |