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 | $102,256 | $102,605-0.3% | $145,661-29.8% | $84,808+20.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 19.13% | 26.50%-7.4pp | 101.46%-82.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,771 | $3,325-46.7% | $4,238-58.2% | $2,631-32.7% |
| Participant deferral / active EE | $8,568 | $5,750+49.0% | $7,198+19.0% | $4,212+103.4% |
| Admin fee / account holder | $14,964 | $8,758+70.9% | $12,466+20.0% | $7,344+103.8% |