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 | $104,228 | $124,319-16.2% | $111,297-6.4% | $167,490-37.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.21% | 37.44%-25.2pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,823 | $3,435-17.8% | $2,731+3.4% | $4,837-41.6% |
| Participant deferral / active EE | $3,145 | $5,180-39.3% | $4,487-29.9% | $6,341-50.4% |
| Admin fee / account holder | $2,617 | $10,618-75.3% | $7,964-67.1% | $12,309-78.7% |