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 | $100,350 | $96,305+4.2% | $80,569+24.6% | $139,434-28.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.04% | 1350.08%-1335.0pp | 935.43%-920.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,158 | $3,262-33.9% | $2,723-20.8% | $4,751-54.6% |
| Participant deferral / active EE | $4,737 | $5,232-9.5% | $4,447+6.5% | $6,710-29.4% |
| Admin fee / account holder | $9,048 | $6,599+37.1% | $5,377+68.3% | $11,403-20.7% |