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 | $101,136 | $95,416+6.0% | $185,823-45.6% | $85,850+17.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.85% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $4,447 | $3,314+34.2% | $5,167-13.9% | $2,565+73.3% |
| Participant deferral / active EE | $4,159 | $3,423+21.5% | $5,568-25.3% | $3,952+5.2% |
| Admin fee / account holder | $6,343 | $7,213-12.1% | $16,237-60.9% | $6,260+1.3% |