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 | $222,038 | $150,440+47.6% | $136,294+62.9% | $147,584+50.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.60% | 1049.08%-1037.5pp | 5155.94%-5144.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $4,261 | $5,256-18.9% | $4,695-9.3% | $4,876-12.6% |
| Participant deferral / active EE | $6,113 | $6,630-7.8% | $6,247-2.2% | $5,439+12.4% |
| Admin fee / account holder | $39,661 | $10,905+263.7% | $9,243+329.1% | $10,885+264.4% |