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 | $103,053 | $102,317+0.7% | $146,958-29.9% | $80,856+27.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.41% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $11,404 | $3,713+207.1% | $4,933+131.2% | $2,755+314.0% |
| Participant deferral / active EE | $14,496 | $6,644+118.2% | $8,070+79.6% | $4,296+237.5% |
| Admin fee / account holder | $4,119 | $7,941-48.1% | $12,998-68.3% | $6,918-40.5% |