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 | $112,875 | $100,901+11.9% | $75,670+49.2% | $147,584-23.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 16.49% | 35.78%-19.3pp | 27.34%-10.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,719 | $3,253+45.1% | $2,352+100.7% | $4,876-3.2% |
| Participant deferral / active EE | $11,158 | $4,027+177.1% | $3,142+255.1% | $5,439+105.2% |
| Admin fee / account holder | $5,617 | $11,285-50.2% | $5,800-3.2% | $10,885-48.4% |