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 | $86,980 | $150,440-42.2% | $136,294-36.2% | $147,584-41.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.76% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $8,270 | $5,256+57.3% | $4,695+76.1% | $4,876+69.6% |
| Participant deferral / active EE | $6,299 | $6,630-5.0% | $6,247+0.8% | $5,439+15.8% |
| Admin fee / account holder | $1,805 | $10,905-83.5% | $9,243-80.5% | $10,885-83.4% |