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 | $181,385 | $74,888+142.2% | $71,209+154.7% | $142,382+27.4% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 15.93% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $14,039 | $2,854+391.9% | $2,721+416.0% | $4,299+226.6% |
| Participant deferral / active EE | $6,571 | $4,454+47.5% | $4,175+57.4% | $6,507+1.0% |
| Admin fee / account holder | $9,481 | $5,568+70.3% | $5,349+77.3% | $12,624-24.9% |