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 | $104,044 | $104,251-0.2% | $91,001+14.3% | $147,584-29.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.57% | 27.06%-16.5pp | 4.60%+6.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,672 | $3,116-46.3% | $2,456-31.9% | $4,876-65.7% |
| Participant deferral / active EE | $2,536 | $4,195-39.5% | $3,547-28.5% | $5,439-53.4% |
| Admin fee / account holder | $9,494 | $8,948+6.1% | $5,417+75.3% | $10,885-12.8% |