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 | $54,253 | $159,901-66.1% | $146,958-63.1% | $145,922-62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $7,453 | $5,286+41.0% | $4,933+51.1% | $4,660+59.9% |
| Participant deferral / active EE | $15,056 | $8,428+78.6% | $8,070+86.6% | $6,688+125.1% |
| Admin fee / account holder | $18,029 | $15,044+19.8% | $12,998+38.7% | $13,397+34.6% |