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 | $71,055 | $201,272-64.7% | $184,203-61.4% | $145,922-51.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,718 | $7,022-18.6% | $6,427-11.0% | $4,660+22.7% |
| Participant deferral / active EE | $10,895 | $9,806+11.1% | $9,131+19.3% | $6,688+62.9% |
| Admin fee / account holder | $50,425 | $16,364+208.2% | $13,901+262.7% | $13,397+276.4% |