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 | $101,508 | $90,503+12.2% | $78,689+29.0% | $273,961-62.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.97% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,984 | $3,176+25.5% | $2,851+39.8% | $4,869-18.2% |
| Participant deferral / active EE | $3,886 | $3,901-0.4% | $3,517+10.5% | $5,287-26.5% |
| Admin fee / account holder | $1,060 | $5,263-79.9% | $4,510-76.5% | $10,132-89.5% |