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 | $63,373 | $77,419-18.1% | $69,455-8.8% | $152,861-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.31% | 39.06%-19.7pp | 28.97%-9.7pp | 345.32%-326.0pp |
| Employer contribution / active EE | $9,513 | $3,315+186.9% | $2,779+242.3% | $4,762+99.8% |
| Participant deferral / active EE | $1,802 | $4,414-59.2% | $3,535-49.0% | $5,850-69.2% |
| Admin fee / account holder | $41,389 | $6,207+566.8% | $3,839+978.0% | $11,596+256.9% |