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 | $86,291 | $102,966-16.2% | $90,281-4.4% | $152,861-43.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 27.02% | 95.16%-68.1pp | 78.10%-51.1pp | 345.32%-318.3pp |
| Employer contribution / active EE | $10,948 | $3,139+248.8% | $2,854+283.6% | $4,762+129.9% |
| Participant deferral / active EE | $4,120 | $4,281-3.8% | $3,885+6.0% | $5,850-29.6% |
| Admin fee / account holder | $589 | $6,171-90.5% | $5,351-89.0% | $11,596-94.9% |