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 | $77,089 | $64,839+18.9% | $95,585-19.4% | $84,808-9.1% |
| Participation rate | 84.1% | 63.8%+20.3pp | 72.1%+12.1pp | 68.3%+15.8pp |
| Annual return | 18.62% | -670.96%+689.6pp | 38.56%-19.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,202 | $1,759+25.2% | $2,527-12.8% | $2,631-16.3% |
| Participant deferral / active EE | $10,303 | $2,965+247.5% | $4,023+156.1% | $4,212+144.6% |
| Admin fee / account holder | $6,082 | $5,964+2.0% | $6,127-0.7% | $7,344-17.2% |