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 | $29,157 | $157,256-81.5% | $141,162-79.3% | $152,861-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.34% | 64.32%-47.0pp | 71.39%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $5,451 | $5,261+3.6% | $4,735+15.1% | $4,762+14.5% |
| Participant deferral / active EE | $6,604 | $7,109-7.1% | $6,709-1.6% | $5,850+12.9% |
| Admin fee / account holder | $3,044 | $12,120-74.9% | $10,261-70.3% | $11,596-73.7% |