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 | $65,568 | $169,032-61.2% | $129,207-49.3% | $145,922-55.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 8.66% | 14330.11%-14321.5pp | 9417.33%-9408.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,407 | $5,537-20.4% | $4,153+6.1% | $4,660-5.4% |
| Participant deferral / active EE | $798 | $4,987-84.0% | $4,168-80.9% | $6,688-88.1% |
| Admin fee / account holder | $15,128 | $9,954+52.0% | $7,715+96.1% | $13,397+12.9% |