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 | $155,250 | $100,901+53.9% | $75,670+105.2% | $147,584+5.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 19.35% | 35.78%-16.4pp | 27.34%-8.0pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,943 | $3,253-40.3% | $2,352-17.4% | $4,876-60.2% |
| Participant deferral / active EE | $5,529 | $4,027+37.3% | $3,142+76.0% | $5,439+1.7% |
| Admin fee / account holder | $11,571 | $11,285+2.5% | $5,800+99.5% | $10,885+6.3% |