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 | $71,043 | $93,571-24.1% | $135,903-47.7% | $75,163-5.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 28.83% | 30.90%-2.1pp | 68.23%-39.4pp | 160.62%-131.8pp |
| Employer contribution / active EE | $5,816 | $3,537+64.5% | $4,856+19.8% | $2,670+117.9% |
| Participant deferral / active EE | $12,950 | $6,404+102.2% | $7,758+66.9% | $4,125+213.9% |
| Admin fee / account holder | $3,153 | $6,975-54.8% | $10,762-70.7% | $5,651-44.2% |