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 | $75,747 | $79,944-5.2% | $98,439-23.1% | $75,163+0.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.01% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,789 | $2,264+67.4% | $3,048+24.3% | $2,670+41.9% |
| Participant deferral / active EE | $1,600 | $3,752-57.3% | $4,738-66.2% | $4,125-61.2% |
| Admin fee / account holder | $4,081 | $6,840-40.3% | $8,948-54.4% | $5,651-27.8% |