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 6-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 | $161,937 | $111,724+44.9% | $93,606+73.0% | $145,922+11.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.07% | 202.98%-191.9pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $9,543 | $3,090+208.9% | $2,420+294.4% | $4,660+104.8% |
| Participant deferral / active EE | $6,626 | $4,912+34.9% | $4,411+50.2% | $6,688-0.9% |
| Admin fee / account holder | $5,237 | $10,250-48.9% | $8,285-36.8% | $13,397-60.9% |