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 | $15,384 | $60,124-74.4% | $90,404-83.0% | $79,858-80.7% |
| Participation rate | 94.8% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.2pp |
| Annual return | 23.89% | 71.94%-48.1pp | 1293.02%-1269.1pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,032 | $2,068-1.7% | $3,262-37.7% | $2,471-17.8% |
| Participant deferral / active EE | $2,792 | $2,938-5.0% | $3,963-29.6% | $3,740-25.4% |
| Admin fee / account holder | $1,028 | $3,976-74.2% | $5,611-81.7% | $5,306-80.6% |