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 | $107,811 | $99,079+8.8% | $77,999+38.2% | $273,961-60.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.21% | 217.93%-214.7pp | 425.96%-422.8pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,964 | $3,308-10.4% | $2,470+20.0% | $4,869-39.1% |
| Participant deferral / active EE | $3,944 | $4,306-8.4% | $3,497+12.8% | $5,287-25.4% |
| Admin fee / account holder | $7,638 | $8,954-14.7% | $5,480+39.4% | $10,132-24.6% |