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 | $65,792 | $107,934-39.0% | $91,989-28.5% | $152,861-57.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.95% | 89.24%-71.3pp | 69.02%-51.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $24,442 | $4,210+480.6% | $3,452+608.1% | $4,762+413.2% |
| Participant deferral / active EE | $9,550 | $6,364+50.1% | $5,923+61.2% | $5,850+63.2% |
| Admin fee / account holder | $1,233 | $10,520-88.3% | $7,743-84.1% | $11,596-89.4% |