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 | $166,376 | $109,327+52.2% | $89,391+86.1% | $158,922+4.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.50% | 345.68%-330.2pp | 245.62%-230.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $12,174 | $3,170+284.1% | $2,586+370.8% | $4,761+155.7% |
| Participant deferral / active EE | $11,611 | $4,598+152.5% | $3,890+198.5% | $5,982+94.1% |
| Admin fee / account holder | $929 | $6,153-84.9% | $4,881-81.0% | $11,246-91.7% |