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 | $93,438 | $102,616-8.9% | $81,983+14.0% | $158,922-41.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.35% | 61.04%-45.7pp | 41.31%-26.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,902 | $3,240-41.3% | $2,498-23.9% | $4,761-60.1% |
| Participant deferral / active EE | $8,676 | $4,648+86.7% | $3,722+133.1% | $5,982+45.0% |
| Admin fee / account holder | $3,873 | $8,235-53.0% | $5,664-31.6% | $11,246-65.6% |