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 5-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 | $80,563 | $176,056-54.2% | $159,436-49.5% | $167,490-51.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.67% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,832 | $5,297-46.5% | $4,829-41.4% | $4,837-41.5% |
| Participant deferral / active EE | $5,142 | $7,750-33.7% | $7,352-30.1% | $6,341-18.9% |
| Admin fee / account holder | $1,053 | $12,554-91.6% | $10,799-90.2% | $12,309-91.4% |