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 5-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 | $214,583 | $102,317+109.7% | $146,958+46.0% | $80,856+165.4% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 49.37% | 134.76%-85.4pp | 418.34%-369.0pp | 35.59%+13.8pp |
| Employer contribution / active EE | $23,787 | $3,713+540.6% | $4,933+382.2% | $2,755+763.5% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,920 | $7,941-0.3% | $12,998-39.1% | $6,918+14.5% |