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 6-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 | $99,111 | $78,672+26.0% | $109,143-9.2% | $85,850+15.4% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | 214.52% | 25.09%+189.4pp | 25.75%+188.8pp | 318.53%-104.0pp |
| Employer contribution / active EE | $1,290 | $2,735-52.8% | $3,722-65.4% | $2,565-49.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $408 | $5,469-92.5% | $6,752-94.0% | $6,260-93.5% |