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 | $148,271 | $100,901+46.9% | $75,670+95.9% | $147,584+0.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.69% | 35.78%-17.1pp | 27.34%-8.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $4,604 | $3,253+41.5% | $2,352+95.8% | $4,876-5.6% |
| Participant deferral / active EE | $20,628 | $4,027+412.2% | $3,142+556.5% | $5,439+279.3% |
| Admin fee / account holder | $4,420 | $11,285-60.8% | $5,800-23.8% | $10,885-59.4% |