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 | $46,534 | $209,411-77.8% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 23.92% | 188.75%-164.8pp | 151.07%-127.2pp | 302.83%-278.9pp |
| Employer contribution / active EE | $9,596 | $5,706+68.2% | $5,011+91.5% | $4,761+101.6% |
| Participant deferral / active EE | $9,183 | $5,954+54.2% | $5,202+76.5% | $5,982+53.5% |
| Admin fee / account holder | $701 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |