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 8-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 | $33,838 | $148,534-77.2% | $135,903-75.1% | $139,434-75.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.96% | 79.19%-48.2pp | 68.23%-37.3pp | 372.94%-342.0pp |
| Employer contribution / active EE | $4,603 | $5,243-12.2% | $4,856-5.2% | $4,751-3.1% |
| Participant deferral / active EE | $2,990 | $8,100-63.1% | $7,758-61.5% | $6,710-55.4% |
| Admin fee / account holder | $4,309 | $12,400-65.3% | $10,762-60.0% | $11,403-62.2% |