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 | $16,980 | $100,773-83.2% | $88,946-80.9% | $142,382-88.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 143.05% | 70.18%+72.9pp | 57.82%+85.2pp | 217.08%-74.0pp |
| Employer contribution / active EE | $2,531 | $2,918-13.2% | $2,555-0.9% | $4,299-41.1% |
| Participant deferral / active EE | $5,930 | $5,230+13.4% | $4,581+29.4% | $6,507-8.9% |
| Admin fee / account holder | $1,138 | $9,693-88.3% | $8,261-86.2% | $12,624-91.0% |