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 | $190,468 | $148,534+28.2% | $135,903+40.2% | $139,434+36.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.10% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,425 | $5,243-53.7% | $4,856-50.1% | $4,751-49.0% |
| Participant deferral / active EE | $28,812 | $8,100+255.7% | $7,758+271.4% | $6,710+329.4% |
| Admin fee / account holder | $648 | $12,400-94.8% | $10,762-94.0% | $11,403-94.3% |