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 | $82,696 | $202,318-59.1% | $172,739-52.1% | $152,861-45.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.73% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,802 | $5,856-52.1% | $5,143-45.5% | $4,762-41.2% |
| Participant deferral / active EE | $6,129 | $5,948+3.0% | $5,198+17.9% | $5,850+4.8% |
| Admin fee / account holder | $1,884 | $17,109-89.0% | $13,954-86.5% | $11,596-83.8% |