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 | $107,647 | $159,901-32.7% | $146,958-26.7% | $145,922-26.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.76% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,681 | $5,286-49.3% | $4,933-45.6% | $4,660-42.5% |
| Participant deferral / active EE | $7,098 | $8,428-15.8% | $8,070-12.0% | $6,688+6.1% |
| Admin fee / account holder | $48,109 | $15,044+219.8% | $12,998+270.1% | $13,397+259.1% |