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 8-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 | $178,045 | $202,318-12.0% | $172,739+3.1% | $152,861+16.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $10,383 | $5,856+77.3% | $5,143+101.9% | $4,762+118.0% |
| Participant deferral / active EE | $16,650 | $5,948+179.9% | $5,198+220.3% | $5,850+184.6% |
| Admin fee / account holder | $603 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |