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 | $90,775 | $176,056-48.4% | $159,436-43.1% | $167,490-45.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.30% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,008 | $5,297-62.1% | $4,829-58.4% | $4,837-58.5% |
| Participant deferral / active EE | $4,258 | $7,750-45.1% | $7,352-42.1% | $6,341-32.8% |
| Admin fee / account holder | $557 | $12,554-95.6% | $10,799-94.8% | $12,309-95.5% |