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 | $232,000 | $99,985+132.0% | $146,665+58.2% | $85,850+170.2% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 130.53% | 18.93%+111.6pp | 22.74%+107.8pp | 318.53%-188.0pp |
| Employer contribution / active EE | $1,414 | $2,559-44.7% | $4,136-65.8% | $2,565-44.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $690 | $7,702-91.0% | $10,280-93.3% | $6,260-89.0% |