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 | $21,049 | $159,901-86.8% | $146,958-85.7% | $145,922-85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 82.00% | 98.13%-16.1pp | 418.34%-336.3pp | 561.29%-479.3pp |
| Employer contribution / active EE | $2,850 | $5,286-46.1% | $4,933-42.2% | $4,660-38.8% |
| Participant deferral / active EE | $4,275 | $8,428-49.3% | $8,070-47.0% | $6,688-36.1% |
| Admin fee / account holder | $8,030 | $15,044-46.6% | $12,998-38.2% | $13,397-40.1% |