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 7-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 | $122,077 | $74,888+63.0% | $71,209+71.4% | $142,382-14.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.22% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,156 | $2,854+45.6% | $2,721+52.7% | $4,299-3.3% |
| Participant deferral / active EE | $18,648 | $4,454+318.7% | $4,175+346.6% | $6,507+186.6% |
| Admin fee / account holder | $950 | $5,568-82.9% | $5,349-82.2% | $12,624-92.5% |