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 4-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 | $35,974 | $133,922-73.1% | $116,228-69.0% | $142,382-74.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 14.01% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,304 | $3,446+24.9% | $2,994+43.7% | $4,299+0.1% |
| Participant deferral / active EE | $6,876 | $5,672+21.2% | $4,953+38.8% | $6,507+5.7% |
| Admin fee / account holder | $3,079 | $14,945-79.4% | $11,989-74.3% | $12,624-75.6% |