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 | $107,636 | $87,540+23.0% | $75,781+42.0% | $125,391-14.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.23% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,947 | $3,930-50.4% | $3,323-41.4% | $4,866-60.0% |
| Participant deferral / active EE | $4,757 | $4,229+12.5% | $3,651+30.3% | $5,352-11.1% |
| Admin fee / account holder | $6,147 | $6,502-5.5% | $5,299+16.0% | $9,540-35.6% |