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 | $162,146 | $89,753+80.7% | $107,525+50.8% | $84,808+91.2% |
| Participation rate | 91.3% | 68.1%+23.2pp | 75.1%+16.2pp | 68.3%+23.0pp |
| Annual return | 155.14% | 29.48%+125.7pp | 181.32%-26.2pp | 40.90%+114.2pp |
| Employer contribution / active EE | $22,084 | $3,113+609.3% | $3,754+488.3% | $2,631+739.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,141 | $7,222-70.4% | $8,919-76.0% | $7,344-70.9% |