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 | $98,959 | $59,107+67.4% | $86,436+14.5% | $68,494+44.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 58.34% | -0.23%+58.6pp | 4394.89%-4336.6pp | -7.84%+66.2pp |
| Employer contribution / active EE | $2,163 | $2,519-14.1% | $3,769-42.6% | $2,596-16.7% |
| Participant deferral / active EE | $5,747 | $5,901-2.6% | $6,952-17.3% | $4,027+42.7% |
| Admin fee / account holder | $3,166 | $5,637-43.8% | $6,731-53.0% | $5,403-41.4% |