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 | $84,827 | $58,208+45.7% | $81,812+3.7% | $80,856+4.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 21.29% | 41.66%-20.4pp | 773.79%-752.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $6,936 | $2,340+196.4% | $2,912+138.2% | $2,755+151.8% |
| Participant deferral / active EE | $5,174 | $3,281+57.7% | $4,319+19.8% | $4,296+20.4% |
| Admin fee / account holder | $3,426 | $4,981-31.2% | $7,386-53.6% | $6,918-50.5% |