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 | $98,767 | $83,337+18.5% | $67,834+45.6% | $273,961-63.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.09% | 259.45%-253.4pp | 138.47%-132.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,859 | $3,287+139.1% | $2,403+227.0% | $4,869+61.4% |
| Participant deferral / active EE | $4,884 | $4,088+19.5% | $3,160+54.6% | $5,287-7.6% |
| Admin fee / account holder | $4,723 | $6,752-30.1% | $4,622+2.2% | $10,132-53.4% |