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 | $104,478 | $77,419+35.0% | $69,455+50.4% | $152,861-31.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.85% | 39.06%-18.2pp | 28.97%-8.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $19,980 | $3,315+502.7% | $2,779+619.0% | $4,762+319.5% |
| Participant deferral / active EE | $12,500 | $4,414+183.2% | $3,535+253.6% | $5,850+113.7% |
| Admin fee / account holder | $526 | $6,207-91.5% | $3,839-86.3% | $11,596-95.5% |