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 | $113,612 | $102,616+10.7% | $81,983+38.6% | $158,922-28.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.58% | 61.04%-47.5pp | 41.31%-27.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $17,558 | $3,240+441.9% | $2,498+602.9% | $4,761+268.8% |
| Participant deferral / active EE | $8,127 | $4,648+74.8% | $3,722+118.3% | $5,982+35.9% |
| Admin fee / account holder | $348 | $8,235-95.8% | $5,664-93.9% | $11,246-96.9% |