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 | $226,523 | $109,881+106.2% | $150,045+51.0% | $84,808+167.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.54% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $18,776 | $3,561+427.2% | $4,693+300.1% | $2,631+613.6% |
| Participant deferral / active EE | $17,164 | $6,636+158.7% | $7,997+114.6% | $4,212+307.5% |
| Admin fee / account holder | $18,905 | $8,568+120.6% | $13,435+40.7% | $7,344+157.4% |