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 | $106,607 | $104,664+1.9% | $85,682+24.4% | $167,490-36.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.74% | 21.45%-11.7pp | 21.49%-11.7pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,954 | $3,337-11.5% | $2,618+12.8% | $4,837-38.9% |
| Participant deferral / active EE | $3,692 | $4,824-23.5% | $3,923-5.9% | $6,341-41.8% |
| Admin fee / account holder | $1,008 | $10,032-90.0% | $6,873-85.3% | $12,309-91.8% |