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 | $29,815 | $109,982-72.9% | $97,226-69.3% | $145,922-79.6% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 9.66% | 242.90%-233.2pp | 75.13%-65.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,168 | $3,084-62.1% | $2,729-57.2% | $4,660-74.9% |
| Participant deferral / active EE | $2,706 | $4,676-42.1% | $4,264-36.5% | $6,688-59.5% |
| Admin fee / account holder | $1,240 | $6,221-80.1% | $5,654-78.1% | $13,397-90.7% |