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 | $122,685 | $185,200-33.8% | $142,863-14.1% | $167,490-26.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 20.39% | 8555.70%-8535.3pp | 5637.54%-5617.2pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,907 | $5,604-48.1% | $4,144-29.8% | $4,837-39.9% |
| Participant deferral / active EE | $3,750 | $4,494-16.6% | $3,837-2.3% | $6,341-40.9% |
| Admin fee / account holder | $1,411 | $8,031-82.4% | $6,560-78.5% | $12,309-88.5% |