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 | $101,226 | $227,553-55.5% | $189,557-46.6% | $167,490-39.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.41% | 78.40%-56.0pp | 64.17%-41.8pp | 478.56%-456.1pp |
| Employer contribution / active EE | $4,391 | $5,316-17.4% | $4,412-0.5% | $4,837-9.2% |
| Participant deferral / active EE | $7,882 | $7,002+12.6% | $6,174+27.7% | $6,341+24.3% |
| Admin fee / account holder | $21,150 | $11,878+78.1% | $9,807+115.7% | $12,309+71.8% |