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 | $240,456 | $115,882+107.5% | $100,516+139.2% | $158,922+51.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.43% | 34.79%-13.4pp | 30.89%-9.5pp | 302.83%-281.4pp |
| Employer contribution / active EE | $29,308 | $4,103+614.3% | $3,418+757.6% | $4,761+515.6% |
| Participant deferral / active EE | $14,390 | $6,674+115.6% | $6,270+129.5% | $5,982+140.6% |
| Admin fee / account holder | $417 | $10,995-96.2% | $8,081-94.8% | $11,246-96.3% |