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 | $205,754 | $96,635+112.9% | $86,612+137.6% | $139,434+47.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.39% | 106.41%-94.0pp | 591.07%-578.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $10,092 | $3,263+209.3% | $3,022+233.9% | $4,751+112.4% |
| Participant deferral / active EE | $20,665 | $4,836+327.3% | $4,438+365.7% | $6,710+208.0% |
| Admin fee / account holder | $55,118 | $6,408+760.2% | $5,614+881.8% | $11,403+383.4% |