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 | $97,393 | $102,317-4.8% | $146,958-33.7% | $80,856+20.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.10% | 134.76%-118.7pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $7,679 | $3,713+106.8% | $4,933+55.7% | $2,755+178.7% |
| Participant deferral / active EE | $6,372 | $6,644-4.1% | $8,070-21.0% | $4,296+48.3% |
| Admin fee / account holder | $1,856 | $7,941-76.6% | $12,998-85.7% | $6,918-73.2% |