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 | $76,721 | $90,348-15.1% | $75,972+1.0% | $145,922-47.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 10.84% | 620.88%-610.0pp | 359.55%-348.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,442 | $3,311+4.0% | $2,685+28.2% | $4,660-26.1% |
| Participant deferral / active EE | $8,692 | $5,162+68.4% | $4,255+104.2% | $6,688+30.0% |
| Admin fee / account holder | $1,015 | $8,467-88.0% | $6,467-84.3% | $13,397-92.4% |