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 | $71,112 | $123,909-42.6% | $69,647+2.1% | $145,922-51.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.18% | 190.55%-176.4pp | 100.48%-86.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,491 | $2,682+30.2% | $1,712+103.8% | $4,660-25.1% |
| Participant deferral / active EE | $2,678 | $4,236-36.8% | $2,886-7.2% | $6,688-60.0% |
| Admin fee / account holder | $7,992 | $7,863+1.6% | $4,713+69.6% | $13,397-40.3% |