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 | $143,590 | $79,171+81.4% | $102,423+40.2% | $74,495+92.8% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 22.01% | 54.93%-32.9pp | 29.32%-7.3pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $13,653 | $2,362+478.0% | $3,023+351.6% | $2,623+420.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $6,036 | $2,001+201.7% | $9,451-36.1% | $1,942+210.9% |