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 | $109,085 | $99,877+9.2% | $84,966+28.4% | $145,922-25.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.97% | 83.76%-64.8pp | 66.38%-47.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $5,581 | $3,231+72.7% | $2,727+104.7% | $4,660+19.8% |
| Participant deferral / active EE | $7,029 | $5,291+32.9% | $4,519+55.5% | $6,688+5.1% |
| Admin fee / account holder | $25,683 | $7,248+254.4% | $6,149+317.7% | $13,397+91.7% |