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 | $123,752 | $124,425-0.5% | $112,040+10.5% | $137,256-9.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.19% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,661 | $3,411-22.0% | $2,954-9.9% | $4,156-36.0% |
| Participant deferral / active EE | $2,624 | $5,718-54.1% | $5,098-48.5% | $6,407-59.0% |
| Admin fee / account holder | $2,063 | $15,207-86.4% | $12,098-83.0% | $12,270-83.2% |