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 | $95,457 | $74,888+27.5% | $71,209+34.1% | $142,382-33.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.33% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $11,084 | $2,854+288.3% | $2,721+307.4% | $4,299+157.8% |
| Participant deferral / active EE | $24,203 | $4,454+443.3% | $4,175+479.7% | $6,507+271.9% |
| Admin fee / account holder | $9,250 | $5,568+66.1% | $5,349+72.9% | $12,624-26.7% |