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 | $126,845 | $49,922+154.1% | $80,569+57.4% | $75,163+68.8% |
| Participation rate | 97.1% | 55.3%+41.8pp | 67.0%+30.1pp | 67.2%+29.9pp |
| Annual return | 15.70% | 34.69%-19.0pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $6,605 | $1,698+288.9% | $2,723+142.5% | $2,670+147.4% |
| Participant deferral / active EE | $12,425 | $2,990+315.5% | $4,447+179.4% | $4,125+201.2% |
| Admin fee / account holder | $11,189 | $3,577+212.8% | $5,377+108.1% | $5,651+98.0% |