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 | $231,732 | $108,919+112.8% | $100,391+130.8% | $145,922+58.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.61% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $8,990 | $4,419+103.4% | $3,942+128.1% | $4,660+92.9% |
| Participant deferral / active EE | $26,738 | $8,445+216.6% | $8,082+230.8% | $6,688+299.8% |
| Admin fee / account holder | $1,556 | $9,689-83.9% | $7,899-80.3% | $13,397-88.4% |