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 | $99,854 | $106,515-6.3% | $96,683+3.3% | $139,434-28.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.55% | 38.43%-18.9pp | 35.69%-16.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,622 | $4,103-11.7% | $3,737-3.1% | $4,751-23.8% |
| Participant deferral / active EE | $10,291 | $5,454+88.7% | $4,878+111.0% | $6,710+53.4% |
| Admin fee / account holder | $1,856 | $7,877-76.4% | $6,730-72.4% | $11,403-83.7% |