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 | $95,319 | $104,974-9.2% | $95,585-0.3% | $142,382-33.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.30% | 210.33%-197.0pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,336 | $2,779-15.9% | $2,527-7.5% | $4,299-45.7% |
| Participant deferral / active EE | $6,070 | $4,352+39.5% | $4,023+50.9% | $6,507-6.7% |
| Admin fee / account holder | $1,300 | $6,386-79.6% | $6,127-78.8% | $12,624-89.7% |