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 8-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 | $27,008 | $165,335-83.7% | $149,696-82.0% | $158,922-83.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.02% | 348.15%-338.1pp | 276.60%-266.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,465 | $5,103-32.1% | $4,644-25.4% | $4,761-27.2% |
| Participant deferral / active EE | $12,872 | $7,181+79.3% | $6,842+88.1% | $5,982+115.2% |
| Admin fee / account holder | $13,144 | $10,807+21.6% | $9,309+41.2% | $11,246+16.9% |