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 | $44,984 | $65,561-31.4% | $86,188-47.8% | $75,163-40.2% |
| Participation rate | 91.9% | 60.5%+31.4pp | 69.0%+22.9pp | 67.2%+24.7pp |
| Annual return | 18.48% | 46.05%-27.6pp | 1168.45%-1150.0pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,716 | $1,553+74.9% | $2,380+14.1% | $2,670+1.7% |
| Participant deferral / active EE | $6,283 | $3,024+107.8% | $3,985+57.7% | $4,125+52.3% |
| Admin fee / account holder | $5,780 | $5,474+5.6% | $6,852-15.6% | $5,651+2.3% |