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 7-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 | $115,631 | $105,181+9.9% | $159,436-27.5% | $85,850+34.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 15.94% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $6,291 | $3,318+89.6% | $4,829+30.3% | $2,565+145.2% |
| Participant deferral / active EE | $6,640 | $5,945+11.7% | $7,352-9.7% | $3,952+68.0% |
| Admin fee / account holder | $3,150 | $6,933-54.6% | $10,799-70.8% | $6,260-49.7% |