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 | $53,200 | $175,202-69.6% | $149,673-64.5% | $139,434-61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $31,556 | $5,474+476.5% | $4,818+555.0% | $4,751+564.2% |
| Participant deferral / active EE | $15,477 | $6,519+137.4% | $5,680+172.5% | $6,710+130.6% |
| Admin fee / account holder | $9,750 | $16,150-39.6% | $13,210-26.2% | $11,403-14.5% |