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 | $118,550 | $85,202+39.1% | $172,739-31.4% | $72,985+62.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.87% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $9,829 | $3,324+195.7% | $5,143+91.1% | $2,440+302.9% |
| Participant deferral / active EE | $5,059 | $3,260+55.2% | $5,198-2.7% | $3,607+40.3% |
| Admin fee / account holder | $10,163 | $5,884+72.7% | $13,954-27.2% | $5,124+98.3% |