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 | $96,484 | $127,777-24.5% | $106,548-9.4% | $167,490-42.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.55% | 33.87%-14.3pp | 26.80%-7.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $3,911 | $3,427+14.1% | $2,819+38.7% | $4,837-19.2% |
| Participant deferral / active EE | $4,447 | $5,087-12.6% | $4,398+1.1% | $6,341-29.9% |
| Admin fee / account holder | $6,026 | $11,228-46.3% | $7,407-18.6% | $12,309-51.0% |