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 | $121,199 | $61,774+96.2% | $97,226+24.7% | $80,856+49.9% |
| Participation rate | 87.1% | 63.5%+23.6pp | 72.7%+14.4pp | 67.6%+19.4pp |
| Annual return | 11.34% | -557.90%+569.2pp | 75.13%-63.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,675 | $1,837+100.1% | $2,729+34.7% | $2,755+33.4% |
| Participant deferral / active EE | $1,335 | $3,029-55.9% | $4,264-68.7% | $4,296-68.9% |
| Admin fee / account holder | $8,171 | $5,166+58.2% | $5,654+44.5% | $6,918+18.1% |