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 | $161,766 | $95,416+69.5% | $185,823-12.9% | $85,850+88.4% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 11.62% | 23.59%-12.0pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,761 | $3,314-46.9% | $5,167-65.9% | $2,565-31.3% |
| Participant deferral / active EE | $2,876 | $3,423-16.0% | $5,568-48.4% | $3,952-27.2% |
| Admin fee / account holder | $28,417 | $7,213+294.0% | $16,237+75.0% | $6,260+354.0% |