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 | $37,693 | $102,317-63.2% | $146,958-74.4% | $80,856-53.4% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 18.41% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $5,097 | $3,713+37.3% | $4,933+3.3% | $2,755+85.0% |
| Participant deferral / active EE | $10,650 | $6,644+60.3% | $8,070+32.0% | $4,296+147.9% |
| Admin fee / account holder | $3,274 | $7,941-58.8% | $12,998-74.8% | $6,918-52.7% |