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 | $81,086 | $163,101-50.3% | $136,749-40.7% | $142,382-43.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 42.14% | 27.54%+14.6pp | 24.33%+17.8pp | 217.08%-174.9pp |
| Employer contribution / active EE | $9,332 | $4,117+126.7% | $3,400+174.5% | $4,299+117.1% |
| Participant deferral / active EE | $11,359 | $5,585+103.4% | $4,692+142.1% | $6,507+74.6% |
| Admin fee / account holder | $156,173 | $14,318+990.7% | $11,386+1271.6% | $12,624+1137.1% |