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 | $87,099 | $175,202-50.3% | $149,673-41.8% | $139,434-37.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $9,503 | $5,474+73.6% | $4,818+97.2% | $4,751+100.0% |
| Participant deferral / active EE | $5,500 | $6,519-15.6% | $5,680-3.2% | $6,710-18.0% |
| Admin fee / account holder | $5,981 | $16,150-63.0% | $13,210-54.7% | $11,403-47.5% |