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 9-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 | $26,005 | $226,064-88.5% | $182,532-85.8% | $152,861-83.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.40% | 192.51%-179.1pp | 148.54%-135.1pp | 345.32%-331.9pp |
| Employer contribution / active EE | $2,085 | $4,978-58.1% | $4,076-48.8% | $4,762-56.2% |
| Participant deferral / active EE | $2,705 | $6,368-57.5% | $5,524-51.0% | $5,850-53.8% |
| Admin fee / account holder | $2,443 | $10,703-77.2% | $8,592-71.6% | $11,596-78.9% |