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 | $107,059 | $110,261-2.9% | $95,745+11.8% | $139,434-23.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.30% | 27.11%-7.8pp | 28.35%-9.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,072 | $3,257-67.1% | $2,835-62.2% | $4,751-77.4% |
| Participant deferral / active EE | $2,615 | $4,676-44.1% | $4,245-38.4% | $6,710-61.0% |
| Admin fee / account holder | $2,705 | $6,613-59.1% | $5,678-52.4% | $11,403-76.3% |