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 | $237,043 | $175,202+35.3% | $149,673+58.4% | $139,434+70.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.72% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,590 | $5,474-52.7% | $4,818-46.2% | $4,751-45.5% |
| Participant deferral / active EE | $22,500 | $6,519+245.2% | $5,680+296.1% | $6,710+235.3% |
| Admin fee / account holder | $12,916 | $16,150-20.0% | $13,210-2.2% | $11,403+13.3% |