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 7-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 | $155,377 | $137,414+13.1% | $189,513-18.0% | $85,850+81.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 27.20% | 38.14%-10.9pp | 555.15%-528.0pp | 318.53%-291.3pp |
| Employer contribution / active EE | $4,580 | $4,344+5.4% | $6,162-25.7% | $2,565+78.6% |
| Participant deferral / active EE | $11,814 | $6,260+88.7% | $8,221+43.7% | $3,952+199.0% |
| Admin fee / account holder | $8,863 | $8,630+2.7% | $12,045-26.4% | $6,260+41.6% |