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 8-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 | $97,885 | $105,998-7.7% | $92,233+6.1% | $147,584-33.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.95% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,500 | $4,333-19.2% | $3,679-4.9% | $4,876-28.2% |
| Participant deferral / active EE | $11,450 | $4,478+155.7% | $3,897+193.8% | $5,439+110.5% |
| Admin fee / account holder | $824 | $6,332-87.0% | $5,194-84.1% | $10,885-92.4% |