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 | $50,723 | $69,207-26.7% | $64,056-20.8% | $139,434-63.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.18% | 45.88%-21.7pp | 33.69%-9.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $8,469 | $3,182+166.1% | $2,747+208.4% | $4,751+78.3% |
| Participant deferral / active EE | $13,911 | $4,682+197.1% | $3,880+258.5% | $6,710+107.3% |
| Admin fee / account holder | $8,398 | $4,244+97.9% | $3,068+173.7% | $11,403-26.3% |