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 | $93,455 | $97,744-4.4% | $103,476-9.7% | $145,922-36.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.50% | 25.41%-11.9pp | 23.90%-10.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $13,115 | $4,677+180.4% | $4,672+180.7% | $4,660+181.5% |
| Participant deferral / active EE | $6,809 | $6,603+3.1% | $6,623+2.8% | $6,688+1.8% |
| Admin fee / account holder | $927 | $12,515-92.6% | $9,413-90.1% | $13,397-93.1% |