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 | $111,814 | $159,901-30.1% | $146,958-23.9% | $145,922-23.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 13.84% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,733 | $5,286-48.3% | $4,933-44.6% | $4,660-41.3% |
| Participant deferral / active EE | $4,738 | $8,428-43.8% | $8,070-41.3% | $6,688-29.2% |
| Admin fee / account holder | $5,024 | $15,044-66.6% | $12,998-61.3% | $13,397-62.5% |