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 | $101,567 | $106,515-4.6% | $96,683+5.1% | $139,434-27.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.44% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,345 | $4,103-42.8% | $3,737-37.2% | $4,751-50.6% |
| Participant deferral / active EE | $12,823 | $5,454+135.1% | $4,878+162.9% | $6,710+91.1% |
| Admin fee / account holder | $11,392 | $7,877+44.6% | $6,730+69.3% | $11,403-0.1% |