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 8-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 | $85,862 | $73,638+16.6% | $95,952-10.5% | $73,488+16.8% |
| Participation rate | 92.0% | 76.2%+15.8pp | 77.1%+14.9pp | 70.7%+21.3pp |
| Annual return | 18.05% | 16.78%+1.3pp | 91.61%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,243 | $1,863+20.4% | $2,541-11.7% | $2,270-1.2% |
| Participant deferral / active EE | $9,218 | $3,617+154.9% | $4,167+121.2% | $3,740+146.5% |
| Admin fee / account holder | $18,035 | $482+3640.9% | $6,795+165.4% | $513+3415.1% |