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 | $147,973 | $124,281+19.1% | $109,143+35.6% | $167,490-11.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.51% | 26.04%-13.5pp | 25.75%-13.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $12,376 | $4,207+194.2% | $3,722+232.5% | $4,837+155.8% |
| Participant deferral / active EE | $10,337 | $5,255+96.7% | $4,653+122.1% | $6,341+63.0% |
| Admin fee / account holder | $4,604 | $7,970-42.2% | $6,752-31.8% | $12,309-62.6% |