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 | $36,765 | $105,998-65.3% | $92,233-60.1% | $147,584-75.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 17.54% | 50.05%-32.5pp | 176.28%-158.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,830 | $4,333-34.7% | $3,679-23.1% | $4,876-42.0% |
| Participant deferral / active EE | $2,585 | $4,478-42.3% | $3,897-33.7% | $5,439-52.5% |
| Admin fee / account holder | $3,417 | $6,332-46.0% | $5,194-34.2% | $10,885-68.6% |