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 | $95,490 | $77,899+22.6% | $149,673-36.2% | $75,163+27.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.61% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $7,085 | $3,137+125.8% | $4,818+47.1% | $2,670+165.4% |
| Participant deferral / active EE | $4,999 | $3,411+46.6% | $5,680-12.0% | $4,125+21.2% |
| Admin fee / account holder | $1,323 | $5,956-77.8% | $13,210-90.0% | $5,651-76.6% |