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 | $147,663 | $104,251+41.6% | $91,001+62.3% | $147,584+0.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 27.06%-11.0pp | 4.60%+11.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $895 | $3,116-71.3% | $2,456-63.5% | $4,876-81.6% |
| Participant deferral / active EE | $3,344 | $4,195-20.3% | $3,547-5.7% | $5,439-38.5% |
| Admin fee / account holder | $888 | $8,948-90.1% | $5,417-83.6% | $10,885-91.8% |