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 | $130,905 | $105,181+24.5% | $159,436-17.9% | $85,850+52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.72% | 45.07%-29.4pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,439 | $3,318+3.6% | $4,829-28.8% | $2,565+34.1% |
| Participant deferral / active EE | $8,376 | $5,945+40.9% | $7,352+13.9% | $3,952+112.0% |
| Admin fee / account holder | $17,052 | $6,933+145.9% | $10,799+57.9% | $6,260+172.4% |