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 | $49,159 | $50,082-1.8% | $93,406-47.4% | $79,858-38.4% |
| Participation rate | 97.5% | 60.9%+36.6pp | 66.8%+30.7pp | 69.6%+27.9pp |
| Annual return | 304.96% | 24.59%+280.4pp | 78.05%+226.9pp | 31.71%+273.2pp |
| Employer contribution / active EE | $9,281 | $1,303+612.2% | $2,075+347.3% | $2,471+275.6% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,129 | $3,454-67.3% | $5,230-78.4% | $5,306-78.7% |