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 6-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 | $64,122 | $169,032-62.1% | $129,207-50.4% | $145,922-56.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.67% | 14330.11%-14316.4pp | 9417.33%-9403.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,784 | $5,537-31.6% | $4,153-8.9% | $4,660-18.8% |
| Participant deferral / active EE | $9,615 | $4,987+92.8% | $4,168+130.7% | $6,688+43.8% |
| Admin fee / account holder | $1,029 | $9,954-89.7% | $7,715-86.7% | $13,397-92.3% |