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 | $130,868 | $85,202+53.6% | $172,739-24.2% | $72,985+79.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.04% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $5,442 | $3,324+63.7% | $5,143+5.8% | $2,440+123.0% |
| Participant deferral / active EE | $4,079 | $3,260+25.1% | $5,198-21.5% | $3,607+13.1% |
| Admin fee / account holder | $87,765 | $5,884+1391.6% | $13,954+529.0% | $5,124+1612.7% |