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 | $127,048 | $108,919+16.6% | $100,391+26.6% | $145,922-12.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.81% | 57.88%-40.1pp | 49.20%-31.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $9,098 | $4,419+105.9% | $3,942+130.8% | $4,660+95.3% |
| Participant deferral / active EE | $8,400 | $8,445-0.5% | $8,082+3.9% | $6,688+25.6% |
| Admin fee / account holder | $2,076 | $9,689-78.6% | $7,899-73.7% | $13,397-84.5% |