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 | $38,570 | $209,411-81.6% | $178,490-78.4% | $158,922-75.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.86% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,191 | $5,706-79.1% | $5,011-76.2% | $4,761-75.0% |
| Participant deferral / active EE | $2,741 | $5,954-54.0% | $5,202-47.3% | $5,982-54.2% |
| Admin fee / account holder | $1,301 | $17,074-92.4% | $13,984-90.7% | $11,246-88.4% |