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 | $91,859 | $95,416-3.7% | $185,823-50.6% | $85,850+7.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.81% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,645 | $3,314-50.3% | $5,167-68.2% | $2,565-35.9% |
| Participant deferral / active EE | $7,332 | $3,423+114.2% | $5,568+31.7% | $3,952+85.5% |
| Admin fee / account holder | $12,712 | $7,213+76.2% | $16,237-21.7% | $6,260+103.1% |