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 | $90,073 | $93,571-3.7% | $135,903-33.7% | $75,163+19.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 37.99% | 30.90%+7.1pp | 68.23%-30.2pp | 160.62%-122.6pp |
| Employer contribution / active EE | $3,256 | $3,537-7.9% | $4,856-32.9% | $2,670+22.0% |
| Participant deferral / active EE | $8,160 | $6,404+27.4% | $7,758+5.2% | $4,125+97.8% |
| Admin fee / account holder | $10,714 | $6,975+53.6% | $10,762-0.4% | $5,651+89.6% |