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 | $82,569 | $74,888+10.3% | $71,209+16.0% | $142,382-42.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.64% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,128 | $2,854+114.7% | $2,721+125.2% | $4,299+42.5% |
| Participant deferral / active EE | $6,574 | $4,454+47.6% | $4,175+57.5% | $6,507+1.0% |
| Admin fee / account holder | $16,107 | $5,568+189.3% | $5,349+201.1% | $12,624+27.6% |