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 | $109,871 | $48,795+125.2% | $65,493+67.8% | $84,808+29.6% |
| Participation rate | 86.7% | 67.0%+19.7pp | 73.1%+13.6pp | 68.3%+18.4pp |
| Annual return | 22.09% | 20.20%+1.9pp | 982.45%-960.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $5,094 | $1,930+164.0% | $2,574+97.9% | $2,631+93.6% |
| Participant deferral / active EE | $7,975 | $2,928+172.3% | $3,961+101.3% | $4,212+89.4% |
| Admin fee / account holder | $4,450 | $3,877+14.8% | $5,028-11.5% | $7,344-39.4% |