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 | $36,328 | $72,071-49.6% | $68,368-46.9% | $137,256-73.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.70% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,133 | $2,788-23.5% | $2,649-19.5% | $4,156-48.7% |
| Participant deferral / active EE | $6,983 | $4,410+58.3% | $4,123+69.4% | $6,407+9.0% |
| Admin fee / account holder | $4,436 | $5,336-16.9% | $5,150-13.9% | $12,270-63.9% |