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 | $31,171 | $159,901-80.5% | $146,958-78.8% | $145,922-78.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.86% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $10,409 | $5,286+96.9% | $4,933+111.0% | $4,660+123.4% |
| Participant deferral / active EE | $10,351 | $8,428+22.8% | $8,070+28.3% | $6,688+54.8% |
| Admin fee / account holder | $90,164 | $15,044+499.3% | $12,998+593.7% | $13,397+573.0% |