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 | $55,662 | $58,234-4.4% | $81,783-31.9% | $80,874-31.2% |
| Participation rate | 78.0% | 63.4%+14.6pp | 72.4%+5.7pp | 67.6%+10.4pp |
| Annual return | 13.25% | 41.70%-28.5pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $4,076 | $2,341+74.1% | $2,913+39.9% | $2,756+47.9% |
| Participant deferral / active EE | $8,334 | $3,283+153.9% | $4,320+92.9% | $4,297+93.9% |
| Admin fee / account holder | $11,191 | $4,982+124.7% | $7,380+51.6% | $6,935+61.4% |