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 | $131,193 | $96,305+36.2% | $80,569+62.8% | $139,434-5.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.79% | 1350.08%-1336.3pp | 935.43%-921.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,026 | $3,262-37.9% | $2,723-25.6% | $4,751-57.4% |
| Participant deferral / active EE | $6,352 | $5,232+21.4% | $4,447+42.8% | $6,710-5.3% |
| Admin fee / account holder | $14,073 | $6,599+113.3% | $5,377+161.7% | $11,403+23.4% |