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 | $107,328 | $98,750+8.7% | $149,696-28.3% | $79,858+34.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.74% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,617 | $3,216+12.5% | $4,644-22.1% | $2,471+46.4% |
| Participant deferral / active EE | $5,673 | $5,680-0.1% | $6,842-17.1% | $3,740+51.7% |
| Admin fee / account holder | $857 | $6,053-85.8% | $9,309-90.8% | $5,306-83.8% |