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 8-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 | $93,089 | $102,317-9.0% | $146,958-36.7% | $80,856+15.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 13.82% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $8,105 | $3,713+118.3% | $4,933+64.3% | $2,755+194.2% |
| Participant deferral / active EE | $14,592 | $6,644+119.6% | $8,070+80.8% | $4,296+239.7% |
| Admin fee / account holder | $35,382 | $7,941+345.5% | $12,998+172.2% | $6,918+411.4% |