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 7-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 | $101,188 | $117,841-14.1% | $102,423-1.2% | $145,922-30.7% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 23.25% | 31.65%-8.4pp | 29.32%-6.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $5,436 | $3,615+50.4% | $3,023+79.8% | $4,660+16.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,574 | $13,326-80.7% | $9,451-72.8% | $13,397-80.8% |