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 | $154,138 | $107,334+43.6% | $92,893+65.9% | $152,861+0.8% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.4%+13.2pp |
| Annual return | 24.12% | 145.58%-121.5pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $7,238 | $4,221+71.5% | $3,653+98.1% | $4,762+52.0% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,589 | $7,079-77.6% | $5,794-72.6% | $11,596-86.3% |