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 | $50,719 | $107,334-52.7% | $92,893-45.4% | $152,861-66.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 53.39% | 145.58%-92.2pp | 109.41%-56.0pp | 345.32%-291.9pp |
| Employer contribution / active EE | $11,505 | $4,221+172.6% | $3,653+215.0% | $4,762+141.6% |
| Participant deferral / active EE | $9,160 | $4,845+89.1% | $4,236+116.2% | $5,850+56.6% |
| Admin fee / account holder | $417 | $7,079-94.1% | $5,794-92.8% | $11,596-96.4% |