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 | $105,044 | $106,515-1.4% | $96,683+8.6% | $139,434-24.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.41% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,123 | $4,103-23.9% | $3,737-16.4% | $4,751-34.3% |
| Participant deferral / active EE | $4,636 | $5,454-15.0% | $4,878-5.0% | $6,710-30.9% |
| Admin fee / account holder | $4,320 | $7,877-45.2% | $6,730-35.8% | $11,403-62.1% |