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 | $107,900 | $53,127+103.1% | $86,590+24.6% | $70,131+53.9% |
| Participation rate | 70.9% | 65.3%+5.6pp | 73.5%-2.6pp | 69.5%+1.4pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $5,347 | $2,068+158.5% | $2,839+88.3% | $2,342+128.3% |
| Participant deferral / active EE | $7,851 | $2,696+191.2% | $3,609+117.6% | $3,332+135.6% |
| Admin fee / account holder | $10,768 | $3,585+200.3% | $4,906+119.5% | $4,645+131.8% |