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 | $53,718 | $165,984-67.6% | $164,813-67.4% | $145,922-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.13% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $5,973 | $5,273+13.3% | $4,341+37.6% | $4,660+28.2% |
| Participant deferral / active EE | $4,823 | $6,959-30.7% | $6,031-20.0% | $6,688-27.9% |
| Admin fee / account holder | $38,423 | $16,648+130.8% | $12,690+202.8% | $13,397+186.8% |