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 | $77,327 | $88,751-12.9% | $81,812-5.5% | $145,922-47.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 9.58% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $6,589 | $3,083+113.7% | $2,912+126.2% | $4,660+41.4% |
| Participant deferral / active EE | $2,961 | $4,643-36.2% | $4,319-31.4% | $6,688-55.7% |
| Admin fee / account holder | $2,579 | $8,415-69.4% | $7,386-65.1% | $13,397-80.8% |