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 | $66,503 | $165,912-59.9% | $122,332-45.6% | $147,584-54.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.69% | 34.55%-19.9pp | 30.27%-15.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $10,149 | $5,754+76.4% | $4,050+150.6% | $4,876+108.1% |
| Participant deferral / active EE | $9,568 | $4,005+138.9% | $3,287+191.1% | $5,439+75.9% |
| Admin fee / account holder | $42,140 | $7,424+467.6% | $5,478+669.3% | $10,885+287.1% |