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 | $96,502 | $202,318-52.3% | $172,739-44.1% | $152,861-36.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.90% | 1029.65%-1009.8pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $8,813 | $5,856+50.5% | $5,143+71.4% | $4,762+85.1% |
| Participant deferral / active EE | $4,840 | $5,948-18.6% | $5,198-6.9% | $5,850-17.3% |
| Admin fee / account holder | $36,950 | $17,109+116.0% | $13,954+164.8% | $11,596+218.6% |