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 6-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 | $164,343 | $111,724+47.1% | $93,606+75.6% | $145,922+12.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.88% | 202.98%-189.1pp | 133.20%-119.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $31,873 | $3,090+931.6% | $2,420+1217.2% | $4,660+584.0% |
| Participant deferral / active EE | $8,312 | $4,912+69.2% | $4,411+88.4% | $6,688+24.3% |
| Admin fee / account holder | $1,473 | $10,250-85.6% | $8,285-82.2% | $13,397-89.0% |