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 | $20,044 | $133,922-85.0% | $116,228-82.8% | $142,382-85.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.22% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,525 | $3,446-55.7% | $2,994-49.1% | $4,299-64.5% |
| Participant deferral / active EE | $1,599 | $5,672-71.8% | $4,953-67.7% | $6,507-75.4% |
| Admin fee / account holder | $1,346 | $14,945-91.0% | $11,989-88.8% | $12,624-89.3% |