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 | $74,988 | $83,337-10.0% | $67,834+10.5% | $273,961-72.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.11% | 259.45%-251.3pp | 138.47%-130.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,708 | $3,287-17.6% | $2,403+12.7% | $4,869-44.4% |
| Participant deferral / active EE | $3,380 | $4,088-17.3% | $3,160+7.0% | $5,287-36.1% |
| Admin fee / account holder | $380 | $6,752-94.4% | $4,622-91.8% | $10,132-96.3% |