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 8-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 | $211,649 | $114,381+85.0% | $107,525+96.8% | $142,382+48.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.38% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $22,608 | $4,015+463.1% | $3,754+502.3% | $4,299+425.9% |
| Participant deferral / active EE | $15,396 | $5,564+176.7% | $5,116+201.0% | $6,507+136.6% |
| Admin fee / account holder | $2,958 | $9,860-70.0% | $8,919-66.8% | $12,624-76.6% |