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 8-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 | $44,122 | $114,047-61.3% | $96,139-54.1% | $167,490-73.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.56% | 189.88%-172.3pp | 191.94%-174.4pp | 478.56%-461.0pp |
| Employer contribution / active EE | $17,016 | $3,427+396.5% | $2,797+508.4% | $4,837+251.7% |
| Participant deferral / active EE | $10,609 | $5,194+104.3% | $4,349+144.0% | $6,341+67.3% |
| Admin fee / account holder | $11,763 | $6,897+70.6% | $5,537+112.5% | $12,309-4.4% |