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 | $52,595 | $84,233-37.6% | $170,442-69.1% | $70,131-25.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.75% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $6,114 | $3,387+80.5% | $5,433+12.5% | $2,342+161.0% |
| Participant deferral / active EE | $4,428 | $3,086+43.5% | $4,939-10.4% | $3,332+32.9% |
| Admin fee / account holder | $43,910 | $5,698+670.6% | $13,880+216.3% | $4,645+845.2% |