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 | $31,580 | $110,261-71.4% | $95,745-67.0% | $139,434-77.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 22.45% | 27.11%-4.7pp | 28.35%-5.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $7,279 | $3,257+123.5% | $2,835+156.8% | $4,751+53.2% |
| Participant deferral / active EE | $14,753 | $4,676+215.5% | $4,245+247.6% | $6,710+119.9% |
| Admin fee / account holder | $20,214 | $6,613+205.7% | $5,678+256.0% | $11,403+77.3% |