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 | $75,812 | $159,934-52.6% | $147,005-48.4% | $145,959-48.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 66.85% | 98.24%-31.4pp | 418.76%-351.9pp | 561.95%-495.1pp |
| Employer contribution / active EE | $3,328 | $5,287-37.1% | $4,934-32.6% | $4,661-28.6% |
| Participant deferral / active EE | $8,150 | $8,427-3.3% | $8,070+1.0% | $6,689+21.8% |
| Admin fee / account holder | $22,105 | $15,053+46.8% | $13,006+70.0% | $13,398+65.0% |