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 | $109,480 | $109,881-0.4% | $150,045-27.0% | $84,808+29.1% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 70.25% | 28.25%+42.0pp | 62.55%+7.7pp | 40.90%+29.4pp |
| Employer contribution / active EE | $13,136 | $3,561+268.9% | $4,693+179.9% | $2,631+399.3% |
| Participant deferral / active EE | $4,647 | $6,636-30.0% | $7,997-41.9% | $4,212+10.3% |
| Admin fee / account holder | $11,466 | $8,568+33.8% | $13,435-14.7% | $7,344+56.1% |