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 | $68,902 | $150,187-54.1% | $120,354-42.8% | $145,922-52.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.61% | 154.07%-132.5pp | 107.15%-85.5pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,962 | $4,348+14.1% | $3,463+43.3% | $4,660+6.5% |
| Participant deferral / active EE | $5,313 | $6,173-13.9% | $4,991+6.5% | $6,688-20.6% |
| Admin fee / account holder | $8,519 | $12,207-30.2% | $9,423-9.6% | $13,397-36.4% |