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 | $107,918 | $81,446+32.5% | $103,374+4.4% | $80,874+33.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.69% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $3,536 | $3,107+13.8% | $3,869-8.6% | $2,756+28.3% |
| Participant deferral / active EE | $4,892 | $3,870+26.4% | $5,058-3.3% | $4,297+13.9% |
| Admin fee / account holder | $1,655 | $6,715-75.4% | $8,394-80.3% | $6,935-76.1% |