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 | $154,223 | $83,902+83.8% | $167,512-7.9% | $84,808+81.9% |
| Participation rate | 96.4% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.1pp |
| Annual return | 16.25% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,948 | $2,264+339.5% | $3,882+156.3% | $2,631+278.1% |
| Participant deferral / active EE | $15,433 | $4,442+247.4% | $6,405+141.0% | $4,212+266.4% |
| Admin fee / account holder | $13,315 | $7,915+68.2% | $9,769+36.3% | $7,344+81.3% |