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 7-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 | $108,344 | $118,450-8.5% | $98,439+10.1% | $139,434-22.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,089 | $3,609-14.4% | $3,048+1.4% | $4,751-35.0% |
| Participant deferral / active EE | $19,279 | $5,392+257.6% | $4,738+306.9% | $6,710+187.3% |
| Admin fee / account holder | $9,155 | $14,026-34.7% | $8,948+2.3% | $11,403-19.7% |