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 | $63,713 | $74,888-14.9% | $71,209-10.5% | $142,382-55.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.86% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,590 | $2,854+200.9% | $2,721+215.7% | $4,299+99.8% |
| Participant deferral / active EE | $11,800 | $4,454+164.9% | $4,175+182.6% | $6,507+81.3% |
| Admin fee / account holder | $14,497 | $5,568+160.4% | $5,349+171.0% | $12,624+14.8% |