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 | $99,776 | $127,065-21.5% | $113,168-11.8% | $142,382-29.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.15% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,486 | $3,442-27.8% | $2,975-16.4% | $4,299-42.2% |
| Participant deferral / active EE | $7,570 | $5,716+32.4% | $5,107+48.2% | $6,507+16.3% |
| Admin fee / account holder | $2,531 | $15,736-83.9% | $12,068-79.0% | $12,624-79.9% |