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 | $230,574 | $177,572+29.8% | $154,803+48.9% | $142,382+61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.92% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,367 | $4,810-30.0% | $4,305-21.8% | $4,299-21.7% |
| Participant deferral / active EE | $17,001 | $6,272+171.1% | $5,540+206.8% | $6,507+161.3% |
| Admin fee / account holder | $2,261 | $16,786-86.5% | $14,329-84.2% | $12,624-82.1% |