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 | $152,360 | $158,398-3.8% | $126,539+20.4% | $142,382+7.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.70% | 593.76%-579.1pp | 425.95%-411.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $19,353 | $4,650+316.2% | $3,674+426.8% | $4,299+350.2% |
| Participant deferral / active EE | $5,875 | $4,767+23.3% | $4,083+43.9% | $6,507-9.7% |
| Admin fee / account holder | $1,329 | $6,918-80.8% | $6,065-78.1% | $12,624-89.5% |