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 4-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 | $12,128 | $108,919-88.9% | $100,391-87.9% | $145,922-91.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,888 | $4,419-57.3% | $3,942-52.1% | $4,660-59.5% |
| Participant deferral / active EE | $2,534 | $8,445-70.0% | $8,082-68.6% | $6,688-62.1% |
| Admin fee / account holder | $327 | $9,689-96.6% | $7,899-95.9% | $13,397-97.6% |