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 | $135,747 | $84,696+60.3% | $75,696+79.3% | $167,490-19.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.00% | 199.36%-186.4pp | 104.53%-91.5pp | 478.56%-465.6pp |
| Employer contribution / active EE | $13,484 | $3,230+317.5% | $2,743+391.6% | $4,837+178.7% |
| Participant deferral / active EE | $6,500 | $4,580+41.9% | $3,821+70.1% | $6,341+2.5% |
| Admin fee / account holder | $2,200 | $5,355-58.9% | $3,619-39.2% | $12,309-82.1% |