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 | $110,108 | $99,079+11.1% | $77,999+41.2% | $273,961-59.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.30% | 217.93%-210.6pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,991 | $3,308-39.8% | $2,470-19.4% | $4,869-59.1% |
| Participant deferral / active EE | $4,943 | $4,306+14.8% | $3,497+41.4% | $5,287-6.5% |
| Admin fee / account holder | $2,806 | $8,954-68.7% | $5,480-48.8% | $10,132-72.3% |