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 8-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 | $88,118 | $91,538-3.7% | $129,995-32.2% | $75,163+17.2% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 24.89% | -631.11%+656.0pp | -137.18%+162.1pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,483 | $2,845-12.7% | $4,320-42.5% | $2,670-7.0% |
| Participant deferral / active EE | $6,604 | $4,341+52.1% | $5,820+13.5% | $4,125+60.1% |
| Admin fee / account holder | $3,600 | $6,790-47.0% | $10,614-66.1% | $5,651-36.3% |