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 | $79,731 | $232,540-65.7% | $185,117-56.9% | $147,584-46.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.95% | 43.03%-22.1pp | 40.50%-19.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,249 | $5,195-76.0% | $4,182-70.1% | $4,876-74.4% |
| Participant deferral / active EE | $10,350 | $5,834+77.4% | $5,045+105.2% | $5,439+90.3% |
| Admin fee / account holder | $999 | $10,275-90.3% | $8,159-87.8% | $10,885-90.8% |