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 | $38,849 | $209,411-81.4% | $178,490-78.2% | $158,922-75.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.21% | 188.75%-181.5pp | 151.07%-143.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $9,966 | $5,706+74.6% | $5,011+98.9% | $4,761+109.3% |
| Participant deferral / active EE | $18,164 | $5,954+205.1% | $5,202+249.2% | $5,982+203.6% |
| Admin fee / account holder | $154,070 | $17,074+802.3% | $13,984+1001.8% | $11,246+1270.0% |