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 | $78,167 | $44,850+74.3% | $60,547+29.1% | $59,632+31.1% |
| Participation rate | 80.0% | 59.5%+20.5pp | 68.0%+12.0pp | 68.7%+11.3pp |
| Annual return | 0.40% | 1074.14%-1073.7pp | 335.64%-335.2pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $3,031 | $1,462+107.3% | $2,419+25.3% | $2,203+37.6% |
| Participant deferral / active EE | $6,090 | $2,230+173.1% | $3,328+83.0% | $3,192+90.8% |
| Admin fee / account holder | $911 | $3,635-74.9% | $4,536-79.9% | $4,297-78.8% |