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 | $70,791 | $202,432-65.0% | $169,368-58.2% | $139,434-49.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.62% | 531.74%-522.1pp | 405.60%-396.0pp | 372.94%-363.3pp |
| Employer contribution / active EE | $4,303 | $4,692-8.3% | $4,013+7.2% | $4,751-9.4% |
| Participant deferral / active EE | $7,233 | $6,938+4.2% | $6,221+16.3% | $6,710+7.8% |
| Admin fee / account holder | $15,666 | $10,708+46.3% | $9,003+74.0% | $11,403+37.4% |