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 | $109,050 | $102,317+6.6% | $146,958-25.8% | $80,856+34.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.81% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,009 | $3,713+8.0% | $4,933-18.7% | $2,755+45.5% |
| Participant deferral / active EE | $6,046 | $6,644-9.0% | $8,070-25.1% | $4,296+40.7% |
| Admin fee / account holder | $9,301 | $7,941+17.1% | $12,998-28.4% | $6,918+34.4% |