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 7-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 | $42,685 | $159,901-73.3% | $146,958-71.0% | $145,922-70.7% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 10.78% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,677 | $5,286-30.4% | $4,933-25.5% | $4,660-21.1% |
| Participant deferral / active EE | $5,992 | $8,428-28.9% | $8,070-25.8% | $6,688-10.4% |
| Admin fee / account holder | $35,762 | $15,044+137.7% | $12,998+175.1% | $13,397+166.9% |