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 | $82,937 | $101,499-18.3% | $147,005-43.6% | $74,546+11.3% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 16.04% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $3,680 | $3,811-3.4% | $4,934-25.4% | $2,624+40.2% |
| Participant deferral / active EE | $9,239 | $7,304+26.5% | $8,070+14.5% | $4,347+112.5% |
| Admin fee / account holder | $3,896 | $1,748+122.9% | $13,006-70.0% | $1,944+100.4% |