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 | $141,546 | $99,877+41.7% | $84,966+66.6% | $145,922-3.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,529 | $3,231+40.2% | $2,727+66.1% | $4,660-2.8% |
| Participant deferral / active EE | $10,640 | $5,291+101.1% | $4,519+135.4% | $6,688+59.1% |
| Admin fee / account holder | $1,437 | $7,248-80.2% | $6,149-76.6% | $13,397-89.3% |