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 | $104,869 | $101,724+3.1% | $164,813-36.4% | $80,856+29.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.31% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,408 | $2,953+117.0% | $4,341+47.6% | $2,755+132.6% |
| Participant deferral / active EE | $7,540 | $4,477+68.4% | $6,031+25.0% | $4,296+75.5% |
| Admin fee / account holder | $777 | $8,227-90.6% | $12,690-93.9% | $6,918-88.8% |