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 | $99,736 | $150,187-33.6% | $120,354-17.1% | $145,922-31.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.30% | 154.07%-140.8pp | 107.15%-93.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,673 | $4,348-15.5% | $3,463+6.1% | $4,660-21.2% |
| Participant deferral / active EE | $4,036 | $6,173-34.6% | $4,991-19.1% | $6,688-39.7% |
| Admin fee / account holder | $3,000 | $12,207-75.4% | $9,423-68.2% | $13,397-77.6% |