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 | $92,131 | $118,849-22.5% | $96,562-4.6% | $167,490-45.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.63% | 50.49%-33.9pp | 37.78%-21.2pp | 478.56%-461.9pp |
| Employer contribution / active EE | $18,086 | $3,120+479.8% | $2,356+667.5% | $4,837+273.9% |
| Participant deferral / active EE | $17,633 | $4,616+282.0% | $3,849+358.1% | $6,341+178.1% |
| Admin fee / account holder | $11,952 | $8,065+48.2% | $6,181+93.4% | $12,309-2.9% |