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 | $98,238 | $175,202-43.9% | $149,673-34.4% | $139,434-29.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.41% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,325 | $5,474-57.5% | $4,818-51.7% | $4,751-51.1% |
| Participant deferral / active EE | $16,596 | $6,519+154.6% | $5,680+192.2% | $6,710+147.3% |
| Admin fee / account holder | $38,812 | $16,150+140.3% | $13,210+193.8% | $11,403+240.4% |