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 | $77,804 | $89,355-12.9% | $141,162-44.9% | $72,985+6.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 36.08% | 111.85%-75.8pp | 71.39%-35.3pp | 81.00%-44.9pp |
| Employer contribution / active EE | $5,455 | $3,114+75.2% | $4,735+15.2% | $2,440+123.6% |
| Participant deferral / active EE | $11,113 | $5,418+105.1% | $6,709+65.6% | $3,607+208.1% |
| Admin fee / account holder | $4,442 | $5,958-25.5% | $10,261-56.7% | $5,124-13.3% |