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 | $218,333 | $185,822+17.5% | $169,993+28.4% | $139,434+56.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.21% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $8,814 | $7,590+16.1% | $6,785+29.9% | $4,751+85.5% |
| Participant deferral / active EE | $17,875 | $11,622+53.8% | $10,408+71.7% | $6,710+166.4% |
| Admin fee / account holder | $25,068 | $15,381+63.0% | $12,815+95.6% | $11,403+119.8% |