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 5-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 | $186,533 | $74,888+149.1% | $71,209+162.0% | $142,382+31.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.61% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $17,707 | $2,854+520.4% | $2,721+550.8% | $4,299+311.9% |
| Participant deferral / active EE | $15,500 | $4,454+248.0% | $4,175+271.2% | $6,507+138.2% |
| Admin fee / account holder | $2,487 | $5,568-55.3% | $5,349-53.5% | $12,624-80.3% |