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 | $87,667 | $53,822+62.9% | $75,696+15.8% | $85,850+2.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 24.87% | 24.54%+0.3pp | 104.53%-79.7pp | 318.53%-293.7pp |
| Employer contribution / active EE | $3,256 | $2,017+61.5% | $2,743+18.7% | $2,565+26.9% |
| Participant deferral / active EE | $3,074 | $2,895+6.2% | $3,821-19.5% | $3,952-22.2% |
| Admin fee / account holder | $8,919 | $3,343+166.8% | $3,619+146.4% | $6,260+42.5% |