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 | $85,067 | $159,901-46.8% | $146,958-42.1% | $145,922-41.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.05% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.2pp |
| Employer contribution / active EE | $12,525 | $5,286+136.9% | $4,933+153.9% | $4,660+168.8% |
| Participant deferral / active EE | $15,819 | $8,428+87.7% | $8,070+96.0% | $6,688+136.5% |
| Admin fee / account holder | $3,182 | $15,044-78.8% | $12,998-75.5% | $13,397-76.2% |