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 | $82,258 | $100,852-18.4% | $90,404-9.0% | $158,922-48.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 15.33% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,844 | $3,689+4.2% | $3,262+17.8% | $4,761-19.3% |
| Participant deferral / active EE | $8,827 | $4,348+103.0% | $3,963+122.7% | $5,982+47.5% |
| Admin fee / account holder | $409 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |