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 6-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 | $118,875 | $99,877+19.0% | $84,966+39.9% | $145,922-18.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.11% | 83.76%-64.7pp | 66.38%-47.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $14,739 | $3,231+356.1% | $2,727+440.5% | $4,660+216.3% |
| Participant deferral / active EE | $4,470 | $5,291-15.5% | $4,519-1.1% | $6,688-33.2% |
| Admin fee / account holder | $2,763 | $7,248-61.9% | $6,149-55.1% | $13,397-79.4% |