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 | $51,122 | $88,751-42.4% | $81,812-37.5% | $145,922-65.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.34% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $6,725 | $3,083+118.1% | $2,912+130.9% | $4,660+44.3% |
| Participant deferral / active EE | $11,326 | $4,643+143.9% | $4,319+162.3% | $6,688+69.4% |
| Admin fee / account holder | $9,726 | $8,415+15.6% | $7,386+31.7% | $13,397-27.4% |