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 | $65,674 | $73,515-10.7% | $62,995+4.3% | $147,584-55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.28% | 175.43%-156.1pp | 87.57%-68.3pp | 578.55%-559.3pp |
| Employer contribution / active EE | $16,459 | $3,320+395.7% | $2,759+496.6% | $4,876+237.5% |
| Participant deferral / active EE | $2,817 | $4,185-32.7% | $3,329-15.4% | $5,439-48.2% |
| Admin fee / account holder | $7,978 | $5,953+34.0% | $3,600+121.6% | $10,885-26.7% |