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 | $142,371 | $111,724+27.4% | $93,606+52.1% | $145,922-2.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.61% | 202.98%-179.4pp | 133.20%-109.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,836 | $3,090-8.2% | $2,420+17.2% | $4,660-39.1% |
| Participant deferral / active EE | $3,425 | $4,912-30.3% | $4,411-22.4% | $6,688-48.8% |
| Admin fee / account holder | $93,412 | $10,250+811.4% | $8,285+1027.5% | $13,397+597.3% |