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 | $92,985 | $72,177+28.8% | $115,037-19.2% | $59,632+55.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,751 | $2,841-3.2% | $4,608-40.3% | $2,203+24.9% |
| Participant deferral / active EE | $6,510 | $4,783+36.1% | $6,026+8.0% | $3,192+104.0% |
| Admin fee / account holder | $4,961 | $4,927+0.7% | $8,175-39.3% | $4,297+15.5% |