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 3-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 | $36,640 | $172,111-78.7% | $150,298-75.6% | $137,256-73.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 376.24% | 69.37%+306.9pp | 62.79%+313.5pp | 220.34%+155.9pp |
| Employer contribution / active EE | $1,693 | $4,636-63.5% | $4,154-59.2% | $4,156-59.3% |
| Participant deferral / active EE | $4,904 | $6,166-20.5% | $5,453-10.1% | $6,407-23.5% |
| Admin fee / account holder | $682 | $16,471-95.9% | $14,116-95.2% | $12,270-94.4% |