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 | $102,088 | $88,751+15.0% | $81,812+24.8% | $145,922-30.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.90% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,292 | $3,083+71.6% | $2,912+81.7% | $4,660+13.6% |
| Participant deferral / active EE | $6,567 | $4,643+41.4% | $4,319+52.1% | $6,688-1.8% |
| Admin fee / account holder | $6,844 | $8,415-18.7% | $7,386-7.3% | $13,397-48.9% |