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 | $179,930 | $98,750+82.2% | $149,696+20.2% | $79,858+125.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 16.91% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,179 | $3,216+29.9% | $4,644-10.0% | $2,471+69.1% |
| Participant deferral / active EE | $13,266 | $5,680+133.6% | $6,842+93.9% | $3,740+254.7% |
| Admin fee / account holder | $41,124 | $6,053+579.5% | $9,309+341.8% | $5,306+675.0% |