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 | $171,599 | $48,230+255.8% | $67,502+154.2% | $80,856+112.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 20.71% | 18.28%+2.4pp | 3512.12%-3491.4pp | 35.59%-14.9pp |
| Employer contribution / active EE | $13,896 | $2,020+588.0% | $2,731+408.9% | $2,755+404.4% |
| Participant deferral / active EE | $11,667 | $2,924+299.0% | $4,000+191.7% | $4,296+171.6% |
| Admin fee / account holder | $8,308 | $3,681+125.7% | $3,998+107.8% | $6,918+20.1% |