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 | $119,087 | $133,922-11.1% | $116,228+2.5% | $142,382-16.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.35% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $20,284 | $3,446+488.7% | $2,994+577.4% | $4,299+371.8% |
| Participant deferral / active EE | $13,038 | $5,672+129.9% | $4,953+163.2% | $6,507+100.4% |
| Admin fee / account holder | $132,628 | $14,945+787.5% | $11,989+1006.2% | $12,624+950.6% |