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 | $44,320 | $109,982-59.7% | $97,226-54.4% | $145,922-69.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 28.10% | 242.90%-214.8pp | 75.13%-47.0pp | 561.29%-533.2pp |
| Employer contribution / active EE | $19,574 | $3,084+534.7% | $2,729+617.3% | $4,660+320.1% |
| Participant deferral / active EE | $16,850 | $4,676+260.4% | $4,264+295.2% | $6,688+152.0% |
| Admin fee / account holder | $19,805 | $6,221+218.4% | $5,654+250.3% | $13,397+47.8% |