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 9-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 | $205,673 | $93,170+120.8% | $100,534+104.6% | $84,808+142.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 17.38% | 47.13%-29.7pp | 32.66%-15.3pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,245 | $3,985+56.7% | $4,346+43.7% | $2,631+137.4% |
| Participant deferral / active EE | $13,711 | $5,699+140.6% | $6,144+123.2% | $4,212+225.6% |
| Admin fee / account holder | $22,438 | $7,382+204.0% | $7,654+193.1% | $7,344+205.5% |