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 | $83,930 | $85,202-1.5% | $172,739-51.4% | $72,985+15.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.58% | 27.32%-10.7pp | 802.84%-786.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $5,684 | $3,324+71.0% | $5,143+10.5% | $2,440+132.9% |
| Participant deferral / active EE | $3,699 | $3,260+13.5% | $5,198-28.8% | $3,607+2.5% |
| Admin fee / account holder | $1,919 | $5,884-67.4% | $13,954-86.2% | $5,124-62.6% |