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 | $33,304 | $60,124-44.6% | $90,404-63.2% | $79,858-58.3% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 200.99% | 71.94%+129.0pp | 1293.02%-1092.0pp | 31.71%+169.3pp |
| Employer contribution / active EE | $6,369 | $2,068+208.0% | $3,262+95.3% | $2,471+157.8% |
| Participant deferral / active EE | $9,289 | $2,938+216.2% | $3,963+134.4% | $3,740+148.4% |
| Admin fee / account holder | $1,495 | $3,976-62.4% | $5,611-73.3% | $5,306-71.8% |