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 | $198,251 | $133,958+48.0% | $112,228+76.7% | $134,475+47.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 26.91% | 47.11%-20.2pp | 27.45%-0.5pp | 417.96%-391.1pp |
| Employer contribution / active EE | $21,967 | $4,038+444.0% | $3,635+504.4% | $4,740+363.5% |
| Participant deferral / active EE | $11,100 | $5,291+109.8% | $4,728+134.8% | $6,400+73.4% |
| Admin fee / account holder | $72,057 | $7,489+862.2% | $6,410+1024.1% | $11,426+530.6% |