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 | $202,532 | $150,187+34.9% | $120,354+68.3% | $145,922+38.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.19% | 154.07%-136.9pp | 107.15%-90.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,269 | $4,348-47.8% | $3,463-34.5% | $4,660-51.3% |
| Participant deferral / active EE | $9,892 | $6,173+60.3% | $4,991+98.2% | $6,688+47.9% |
| Admin fee / account holder | $931 | $12,207-92.4% | $9,423-90.1% | $13,397-93.1% |