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 7-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 | $127,230 | $82,664+53.9% | $125,339+1.5% | $68,494+85.8% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | 5.14% | -5.97%+11.1pp | 572.05%-566.9pp | -7.84%+13.0pp |
| Employer contribution / active EE | $26,505 | $3,381+683.9% | $4,814+450.6% | $2,596+920.9% |
| Participant deferral / active EE | $19,338 | $6,110+216.5% | $7,446+159.7% | $4,027+380.2% |
| Admin fee / account holder | $2,166 | $6,275-65.5% | $10,010-78.4% | $5,403-59.9% |