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 | $100,117 | $74,888+33.7% | $71,209+40.6% | $142,382-29.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.12% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,920 | $2,854+2.3% | $2,721+7.3% | $4,299-32.1% |
| Participant deferral / active EE | $6,214 | $4,454+39.5% | $4,175+48.8% | $6,507-4.5% |
| Admin fee / account holder | $22,361 | $5,568+301.6% | $5,349+318.1% | $12,624+77.1% |