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 6-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 | $68,386 | $70,669-3.2% | $169,368-59.6% | $75,163-9.0% |
| Participation rate | 83.9% | 64.8%+19.1pp | 77.1%+6.7pp | 67.2%+16.7pp |
| Annual return | 138.19% | 36.36%+101.8pp | 405.60%-267.4pp | 160.62%-22.4pp |
| Employer contribution / active EE | $4,216 | $2,211+90.7% | $4,013+5.1% | $2,670+57.9% |
| Participant deferral / active EE | $14,696 | $4,311+240.9% | $6,221+136.2% | $4,125+256.3% |
| Admin fee / account holder | $3,471 | $5,402-35.8% | $9,003-61.5% | $5,651-38.6% |