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 | $120,012 | $155,788-23.0% | $124,672-3.7% | $167,490-28.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.03% | 17.97%-3.9pp | 5142.93%-5128.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $11,382 | $4,163+173.4% | $3,324+242.5% | $4,837+135.3% |
| Participant deferral / active EE | $10,005 | $5,673+76.3% | $4,614+116.8% | $6,341+57.8% |
| Admin fee / account holder | $1,046 | $9,531-89.0% | $7,493-86.0% | $12,309-91.5% |