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 | $82,730 | $105,859-21.8% | $90,160-8.2% | $147,584-43.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.35% | 37.63%-18.3pp | 34.88%-15.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,369 | $4,126-18.4% | $3,318+1.5% | $4,876-30.9% |
| Participant deferral / active EE | $15,492 | $5,733+170.2% | $5,288+193.0% | $5,439+184.8% |
| Admin fee / account holder | $9,041 | $8,046+12.4% | $5,943+52.1% | $10,885-16.9% |