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 | $41,093 | $209,411-80.4% | $178,490-77.0% | $158,922-74.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.50% | 188.75%-166.2pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $9,256 | $5,706+62.2% | $5,011+84.7% | $4,761+94.4% |
| Participant deferral / active EE | $5,005 | $5,954-15.9% | $5,202-3.8% | $5,982-16.3% |
| Admin fee / account holder | $570 | $17,074-96.7% | $13,984-95.9% | $11,246-94.9% |