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 7-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 | $62,242 | $70,756-12.0% | $65,493-5.0% | $142,382-56.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.62% | 1754.89%-1742.3pp | 982.45%-969.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $8,439 | $2,881+193.0% | $2,574+227.8% | $4,299+96.3% |
| Participant deferral / active EE | $12,425 | $4,637+167.9% | $3,961+213.7% | $6,507+90.9% |
| Admin fee / account holder | $40,515 | $6,559+517.7% | $5,028+705.7% | $12,624+220.9% |