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 4-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 | $79,504 | $140,940-43.6% | $112,229-29.2% | $139,434-43.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 210.47% | 32.71%+177.8pp | 30.20%+180.3pp | 372.94%-162.5pp |
| Employer contribution / active EE | $11,161 | $4,283+160.6% | $3,430+225.4% | $4,751+134.9% |
| Participant deferral / active EE | $19,001 | $5,874+223.5% | $4,798+296.0% | $6,710+183.2% |
| Admin fee / account holder | $2,673 | $9,954-73.1% | $7,748-65.5% | $11,403-76.6% |