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 6-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 | $69,327 | $158,398-56.2% | $126,539-45.2% | $142,382-51.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.74% | 593.76%-577.0pp | 425.95%-409.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,217 | $4,650-9.3% | $3,674+14.8% | $4,299-1.9% |
| Participant deferral / active EE | $16,806 | $4,767+252.6% | $4,083+311.6% | $6,507+158.3% |
| Admin fee / account holder | $12,039 | $6,918+74.0% | $6,065+98.5% | $12,624-4.6% |