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 | $78,761 | $64,839+21.5% | $95,585-17.6% | $84,808-7.1% |
| Participation rate | 74.0% | 63.8%+10.2pp | 72.1%+1.9pp | 68.3%+5.7pp |
| Annual return | 19.24% | -670.96%+690.2pp | 38.56%-19.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,707 | $1,759+53.9% | $2,527+7.2% | $2,631+2.9% |
| Participant deferral / active EE | $4,113 | $2,965+38.7% | $4,023+2.3% | $4,212-2.3% |
| Admin fee / account holder | $4,728 | $5,964-20.7% | $6,127-22.8% | $7,344-35.6% |