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 | $22,904 | $100,852-77.3% | $90,404-74.7% | $158,922-85.6% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 20.09% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,902 | $3,689-21.3% | $3,262-11.0% | $4,761-39.0% |
| Participant deferral / active EE | $3,421 | $4,348-21.3% | $3,963-13.7% | $5,982-42.8% |
| Admin fee / account holder | $2,630 | $6,501-59.5% | $5,611-53.1% | $11,246-76.6% |