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 | $99,083 | $124,281-20.3% | $109,143-9.2% | $167,490-40.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.15% | 26.04%-15.9pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $12,459 | $4,207+196.1% | $3,722+234.8% | $4,837+157.6% |
| Participant deferral / active EE | $10,175 | $5,255+93.6% | $4,653+118.7% | $6,341+60.5% |
| Admin fee / account holder | $14,926 | $7,970+87.3% | $6,752+121.1% | $12,309+21.3% |