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 | $203,529 | $106,515+91.1% | $96,683+110.5% | $139,434+46.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.60% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $7,946 | $4,103+93.7% | $3,737+112.7% | $4,751+67.3% |
| Participant deferral / active EE | $4,078 | $5,454-25.2% | $4,878-16.4% | $6,710-39.2% |
| Admin fee / account holder | $7,743 | $7,877-1.7% | $6,730+15.1% | $11,403-32.1% |