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 | $148,991 | $106,515+39.9% | $96,683+54.1% | $139,434+6.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.15% | 38.43%-25.3pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $9,515 | $4,103+131.9% | $3,737+154.6% | $4,751+100.3% |
| Participant deferral / active EE | $3,952 | $5,454-27.5% | $4,878-19.0% | $6,710-41.1% |
| Admin fee / account holder | $56,186 | $7,877+613.3% | $6,730+734.9% | $11,403+392.8% |