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 | $30,559 | $209,411-85.4% | $178,490-82.9% | $158,922-80.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.58% | 188.75%-165.2pp | 151.07%-127.5pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,565 | $5,706-72.6% | $5,011-68.8% | $4,761-67.1% |
| Participant deferral / active EE | $7,858 | $5,954+32.0% | $5,202+51.1% | $5,982+31.4% |
| Admin fee / account holder | $536 | $17,074-96.9% | $13,984-96.2% | $11,246-95.2% |