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 | $41,602 | $100,852-58.7% | $90,404-54.0% | $158,922-73.8% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 19.34% | 1724.20%-1704.9pp | 1293.02%-1273.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,744 | $3,689-52.7% | $3,262-46.5% | $4,761-63.4% |
| Participant deferral / active EE | $3,466 | $4,348-20.3% | $3,963-12.6% | $5,982-42.1% |
| Admin fee / account holder | $1,832 | $6,501-71.8% | $5,611-67.3% | $11,246-83.7% |