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 | $32,829 | $68,346-52.0% | $94,646-65.3% | $75,163-56.3% |
| Participation rate | 94.4% | 76.1%+18.3pp | 80.8%+13.6pp | 67.2%+27.3pp |
| Annual return | 24.33% | 616.93%-592.6pp | 156.71%-132.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $5,466 | $2,701+102.4% | $3,672+48.8% | $2,670+104.7% |
| Participant deferral / active EE | $13,305 | $6,537+103.5% | $7,418+79.4% | $4,125+222.5% |
| Admin fee / account holder | $5,300 | $5,326-0.5% | $7,231-26.7% | $5,651-6.2% |