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 6-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 | $99,066 | $111,535-11.2% | $105,223-5.9% | $137,256-27.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.02% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,745 | $3,939-30.3% | $3,689-25.6% | $4,156-34.0% |
| Participant deferral / active EE | $9,613 | $5,500+74.8% | $5,072+89.5% | $6,407+50.0% |
| Admin fee / account holder | $30,382 | $9,721+212.5% | $8,859+243.0% | $12,270+147.6% |