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 | $41,301 | $210,648-80.4% | $177,989-76.8% | $145,922-71.7% |
| Participation rate | 88.2% | 80.8%+7.5pp | 77.1%+11.2pp | 80.3%+8.0pp |
| Annual return | 41.66% | 385.86%-344.2pp | 294.48%-252.8pp | 561.29%-519.6pp |
| Employer contribution / active EE | $5,204 | $4,565+14.0% | $3,949+31.8% | $4,660+11.7% |
| Participant deferral / active EE | $7,727 | $6,958+11.1% | $6,276+23.1% | $6,688+15.5% |
| Admin fee / account holder | $5,964 | $12,013-50.4% | $10,363-42.4% | $13,397-55.5% |