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 | $82,254 | $102,317-19.6% | $146,958-44.0% | $80,856+1.7% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 69.05% | 134.76%-65.7pp | 418.34%-349.3pp | 35.59%+33.5pp |
| Employer contribution / active EE | $11,543 | $3,713+210.9% | $4,933+134.0% | $2,755+319.0% |
| Participant deferral / active EE | $15,870 | $6,644+138.9% | $8,070+96.7% | $4,296+269.4% |
| Admin fee / account holder | $3,238 | $7,941-59.2% | $12,998-75.1% | $6,918-53.2% |