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 | $56,267 | $99,652-43.5% | $78,778-28.6% | $147,584-61.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 22.57% | 47.28%-24.7pp | 35.62%-13.0pp | 578.55%-556.0pp |
| Employer contribution / active EE | $4,108 | $2,796+46.9% | $1,986+106.9% | $4,876-15.8% |
| Participant deferral / active EE | $10,224 | $3,664+179.1% | $2,958+245.6% | $5,439+88.0% |
| Admin fee / account holder | $7,046 | $7,155-1.5% | $5,134+37.2% | $10,885-35.3% |