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 | $86,117 | $111,535-22.8% | $105,223-18.2% | $137,256-37.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 18.10% | 237.85%-219.8pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,926 | $3,939-25.7% | $3,689-20.7% | $4,156-29.6% |
| Participant deferral / active EE | $6,322 | $5,500+14.9% | $5,072+24.6% | $6,407-1.3% |
| Admin fee / account holder | $909 | $9,721-90.7% | $8,859-89.7% | $12,270-92.6% |