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 7-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 | $84,746 | $117,841-28.1% | $102,423-17.3% | $145,922-41.9% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 9.47% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,764 | $3,615-23.5% | $3,023-8.6% | $4,660-40.7% |
| Participant deferral / active EE | $12,390 | $5,731+116.2% | $5,053+145.2% | $6,688+85.3% |
| Admin fee / account holder | $32,742 | $13,326+145.7% | $9,451+246.5% | $13,397+144.4% |