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 | $77,355 | $68,097+13.6% | $62,929+22.9% | $137,256-43.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.90% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,733 | $2,811+68.4% | $2,505+89.0% | $4,156+13.9% |
| Participant deferral / active EE | $8,050 | $4,553+76.8% | $3,888+107.0% | $6,407+25.6% |
| Admin fee / account holder | $2,470 | $6,521-62.1% | $5,065-51.2% | $12,270-79.9% |