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 | $182,944 | $157,256+16.3% | $141,162+29.6% | $152,861+19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.87% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $36,500 | $5,261+593.8% | $4,735+670.9% | $4,762+666.4% |
| Participant deferral / active EE | $18,500 | $7,109+160.2% | $6,709+175.7% | $5,850+216.2% |
| Admin fee / account holder | $1,362 | $12,120-88.8% | $10,261-86.7% | $11,596-88.3% |