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 | $160,078 | $100,773+58.9% | $88,946+80.0% | $142,382+12.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.77% | 70.18%-56.4pp | 57.82%-44.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $8,907 | $2,918+205.3% | $2,555+248.6% | $4,299+107.2% |
| Participant deferral / active EE | $5,858 | $5,230+12.0% | $4,581+27.9% | $6,507-10.0% |
| Admin fee / account holder | $8,763 | $9,693-9.6% | $8,261+6.1% | $12,624-30.6% |