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 | $53,174 | $102,317-48.0% | $146,958-63.8% | $80,856-34.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 31.25% | 134.76%-103.5pp | 418.34%-387.1pp | 35.59%-4.3pp |
| Employer contribution / active EE | $4,960 | $3,713+33.6% | $4,933+0.5% | $2,755+80.0% |
| Participant deferral / active EE | $8,873 | $6,644+33.6% | $8,070+10.0% | $4,296+106.6% |
| Admin fee / account holder | $4,835 | $7,941-39.1% | $12,998-62.8% | $6,918-30.1% |