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 | $84,230 | $99,020-14.9% | $86,590-2.7% | $147,584-42.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.72% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $3,820 | $3,132+22.0% | $2,839+34.6% | $4,876-21.7% |
| Participant deferral / active EE | $4,976 | $3,972+25.3% | $3,609+37.9% | $5,439-8.5% |
| Admin fee / account holder | $3,253 | $5,710-43.0% | $4,906-33.7% | $10,885-70.1% |