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 | $100,938 | $94,625+6.7% | $116,228-13.2% | $84,808+19.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.48% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,892 | $2,347+65.8% | $2,994+30.0% | $2,631+47.9% |
| Participant deferral / active EE | $6,447 | $3,972+62.3% | $4,953+30.2% | $4,212+53.1% |
| Admin fee / account holder | $2,327 | $10,091-76.9% | $11,989-80.6% | $7,344-68.3% |