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 7-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 | $177,358 | $109,982+61.3% | $97,226+82.4% | $145,922+21.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.14% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $20,012 | $3,084+548.9% | $2,729+633.4% | $4,660+329.5% |
| Participant deferral / active EE | $13,191 | $4,676+182.1% | $4,264+209.4% | $6,688+97.2% |
| Admin fee / account holder | $1,072 | $6,221-82.8% | $5,654-81.0% | $13,397-92.0% |