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 | $184,062 | $77,813+136.5% | $123,544+49.0% | $64,186+186.8% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | 744.95% | 12.48%+732.5pp | 119.20%+625.8pp | 7.63%+737.3pp |
| Employer contribution / active EE | $2,990 | $3,014-0.8% | $4,628-35.4% | $2,381+25.6% |
| Participant deferral / active EE | $6,907 | $5,240+31.8% | $6,426+7.5% | $3,470+99.1% |
| Admin fee / account holder | $1,464 | $5,519-73.5% | $9,284-84.2% | $4,888-70.1% |