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 | $104,016 | $95,971+8.4% | $74,550+39.5% | $135,375-23.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.91% | 56.96%-54.1pp | 32.53%-29.6pp | 519.73%-516.8pp |
| Employer contribution / active EE | $2,228 | $2,716-18.0% | $1,961+13.6% | $4,779-53.4% |
| Participant deferral / active EE | $3,319 | $3,843-13.6% | $3,108+6.8% | $5,609-40.8% |
| Admin fee / account holder | $1,941 | $6,522-70.2% | $5,060-61.6% | $10,827-82.1% |