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 | $129,574 | $109,982+17.8% | $97,226+33.3% | $145,922-11.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.59% | 242.90%-233.3pp | 75.13%-65.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,227 | $3,084+4.6% | $2,729+18.3% | $4,660-30.7% |
| Participant deferral / active EE | $5,913 | $4,676+26.5% | $4,264+38.7% | $6,688-11.6% |
| Admin fee / account holder | $54,290 | $6,221+772.8% | $5,654+860.3% | $13,397+305.2% |