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 9-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 | $125,259 | $180,749-30.7% | $160,784-22.1% | $137,256-8.7% |
| Participation rate | 81.0% | 80.0%+1.0pp | 77.0%+4.0pp | 80.0%+1.0pp |
| Annual return | 13.76% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,897 | $6,844+30.0% | $6,293+41.4% | $6,407+38.9% |
| Admin fee / account holder | $30,719 | $10,397+195.5% | $9,717+216.1% | $12,270+150.4% |