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 10-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 | $73,726 | $73,515+0.3% | $62,995+17.0% | $147,584-50.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.11% | 175.43%-166.3pp | 87.57%-78.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,751 | $3,320-17.2% | $2,759-0.3% | $4,876-43.6% |
| Participant deferral / active EE | $2,751 | $4,185-34.3% | $3,329-17.4% | $5,439-49.4% |
| Admin fee / account holder | $5,961 | $5,953+0.1% | $3,600+65.6% | $10,885-45.2% |