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 3-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 | $234,654 | $68,346+243.3% | $94,646+147.9% | $75,163+212.2% |
| Participation rate | 97.7% | 76.1%+21.6pp | 80.8%+16.9pp | 67.2%+30.5pp |
| Annual return | 18.96% | 616.93%-598.0pp | 156.71%-137.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $7,798 | $2,701+188.7% | $3,672+112.3% | $2,670+192.1% |
| Participant deferral / active EE | $12,306 | $6,537+88.2% | $7,418+65.9% | $4,125+198.3% |
| Admin fee / account holder | $13,422 | $5,326+152.0% | $7,231+85.6% | $5,651+137.5% |