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 | $52,599 | $202,318-74.0% | $172,739-69.6% | $152,861-65.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.98% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $10,092 | $5,856+72.3% | $5,143+96.2% | $4,762+111.9% |
| Participant deferral / active EE | $4,488 | $5,948-24.5% | $5,198-13.6% | $5,850-23.3% |
| Admin fee / account holder | $988 | $17,109-94.2% | $13,954-92.9% | $11,596-91.5% |