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 | $50,187 | $98,750-49.2% | $149,696-66.5% | $79,858-37.2% |
| Participation rate | 96.2% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.6pp |
| Annual return | 32.36% | 27.43%+4.9pp | 276.60%-244.2pp | 31.71%+0.6pp |
| Employer contribution / active EE | $3,235 | $3,216+0.6% | $4,644-30.3% | $2,471+30.9% |
| Participant deferral / active EE | $8,436 | $5,680+48.5% | $6,842+23.3% | $3,740+125.6% |
| Admin fee / account holder | $6,055 | $6,0530% | $9,309-35.0% | $5,306+14.1% |