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 | $139,716 | $49,922+179.9% | $80,569+73.4% | $75,163+85.9% |
| Participation rate | 97.0% | 55.3%+41.7pp | 67.0%+30.0pp | 67.2%+29.8pp |
| Annual return | 19.61% | 34.69%-15.1pp | 935.43%-915.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $6,132 | $1,698+261.1% | $2,723+125.1% | $2,670+129.7% |
| Participant deferral / active EE | $13,212 | $2,990+341.8% | $4,447+197.1% | $4,125+220.3% |
| Admin fee / account holder | $614 | $3,577-82.8% | $5,377-88.6% | $5,651-89.1% |