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 | $159,710 | $72,400+120.6% | $67,502+136.6% | $145,922+9.4% |
| Participation rate | 78.6% | 76.9%+1.7pp | 72.9%+5.7pp | 80.3%-1.7pp |
| Annual return | 11.27% | 7182.46%-7171.2pp | 3512.12%-3500.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,991 | $3,069-2.6% | $2,731+9.5% | $4,660-35.8% |
| Participant deferral / active EE | $6,450 | $4,783+34.9% | $4,000+61.3% | $6,688-3.6% |
| Admin fee / account holder | $2,651 | $5,539-52.1% | $3,998-33.7% | $13,397-80.2% |