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 | $97,598 | $114,381-14.7% | $107,525-9.2% | $142,382-31.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,419 | $4,015-14.8% | $3,754-8.9% | $4,299-20.5% |
| Participant deferral / active EE | $8,444 | $5,564+51.7% | $5,116+65.1% | $6,507+29.8% |
| Admin fee / account holder | $3,247 | $9,860-67.1% | $8,919-63.6% | $12,624-74.3% |