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 | $149,066 | $124,319+19.9% | $111,297+33.9% | $167,490-11.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.28% | 37.44%-25.2pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $6,504 | $3,435+89.3% | $2,731+138.1% | $4,837+34.4% |
| Participant deferral / active EE | $18,063 | $5,180+248.7% | $4,487+302.5% | $6,341+184.8% |
| Admin fee / account holder | $908 | $10,618-91.5% | $7,964-88.6% | $12,309-92.6% |