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 | $140,872 | $110,502+27.5% | $80,716+74.5% | $167,490-15.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.29% | 120.54%-108.2pp | 87.28%-75.0pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,834 | $1,543+83.7% | $1,160+144.3% | $4,837-41.4% |
| Participant deferral / active EE | $8,636 | $2,871+200.8% | $2,146+302.5% | $6,341+36.2% |
| Admin fee / account holder | $1,149 | $4,545-74.7% | $3,380-66.0% | $12,309-90.7% |