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 3-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 | $159,088 | $88,710+79.3% | $81,783+94.5% | $145,959+9.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.26% | 1027.26%-1012.0pp | 775.05%-759.8pp | 561.95%-546.7pp |
| Employer contribution / active EE | $19,455 | $3,083+531.0% | $2,913+568.0% | $4,661+317.4% |
| Participant deferral / active EE | $7,667 | $4,645+65.1% | $4,320+77.5% | $6,689+14.6% |
| Admin fee / account holder | $358 | $8,407-95.7% | $7,380-95.1% | $13,398-97.3% |