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 | $107,858 | $159,901-32.5% | $146,958-26.6% | $145,922-26.1% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.74% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $7,213 | $5,286+36.5% | $4,933+46.2% | $4,660+54.8% |
| Participant deferral / active EE | $28,673 | $8,428+240.2% | $8,070+255.3% | $6,688+328.7% |
| Admin fee / account holder | $30,333 | $15,044+101.6% | $12,998+133.4% | $13,397+126.4% |