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 9-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 | $104,967 | $96,305+9.0% | $80,569+30.3% | $139,434-24.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.64% | 1350.08%-1331.4pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $935 | $3,262-71.3% | $2,723-65.7% | $4,751-80.3% |
| Participant deferral / active EE | $1,787 | $5,232-65.9% | $4,447-59.8% | $6,710-73.4% |
| Admin fee / account holder | $685 | $6,599-89.6% | $5,377-87.3% | $11,403-94.0% |