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 | $93,905 | $85,766+9.5% | $136,294-31.1% | $70,131+33.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.20% | 31.45%-13.3pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,544 | $2,966-48.0% | $4,695-67.1% | $2,342-34.1% |
| Participant deferral / active EE | $6,828 | $5,051+35.2% | $6,247+9.3% | $3,332+104.9% |
| Admin fee / account holder | $1,510 | $5,420-72.1% | $9,243-83.7% | $4,645-67.5% |