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 | $179,466 | $104,907+71.1% | $84,611+112.1% | $152,861+17.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.55% | 373.79%-355.2pp | 258.74%-240.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $20,500 | $3,302+520.9% | $2,652+673.0% | $4,762+330.5% |
| Participant deferral / active EE | $22,000 | $4,688+369.3% | $3,899+464.3% | $5,850+276.1% |
| Admin fee / account holder | $312 | $6,241-95.0% | $4,912-93.7% | $11,596-97.3% |