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 | $141,930 | $138,065+2.8% | $123,544+14.9% | $135,375+4.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 8.70% | 153.68%-145.0pp | 119.20%-110.5pp | 519.73%-511.0pp |
| Employer contribution / active EE | $1,440 | $5,151-72.1% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $4,027 | $6,799-40.8% | $6,426-37.3% | $5,609-28.2% |
| Admin fee / account holder | $1,771 | $10,916-83.8% | $9,284-80.9% | $10,827-83.6% |