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 | $130,842 | $48,795+168.1% | $65,493+99.8% | $84,808+54.3% |
| Participation rate | 88.0% | 67.0%+21.0pp | 73.1%+14.9pp | 68.3%+19.7pp |
| Annual return | 14.30% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,494 | $1,930+132.9% | $2,574+74.6% | $2,631+70.8% |
| Participant deferral / active EE | $14,841 | $2,928+406.8% | $3,961+274.7% | $4,212+252.4% |
| Admin fee / account holder | $38,050 | $3,877+881.4% | $5,028+656.7% | $7,344+418.1% |