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 7-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 | $81,117 | $102,604-20.9% | $86,188-5.9% | $139,434-41.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.31% | 1922.51%-1892.2pp | 1168.45%-1138.1pp | 372.94%-342.6pp |
| Employer contribution / active EE | $8,550 | $3,032+181.9% | $2,380+259.2% | $4,751+80.0% |
| Participant deferral / active EE | $10,843 | $4,676+131.9% | $3,985+172.1% | $6,710+61.6% |
| Admin fee / account holder | $4,253 | $8,657-50.9% | $6,852-37.9% | $11,403-62.7% |