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 7-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 | $231,797 | $165,912+39.7% | $122,332+89.5% | $147,584+57.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 96.08% | 34.55%+61.5pp | 30.27%+65.8pp | 578.55%-482.5pp |
| Employer contribution / active EE | $36,000 | $5,754+525.6% | $4,050+788.8% | $4,876+638.3% |
| Participant deferral / active EE | $21,000 | $4,005+424.3% | $3,287+538.9% | $5,439+286.1% |
| Admin fee / account holder | $601 | $7,424-91.9% | $5,478-89.0% | $10,885-94.5% |