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 | $144,662 | $148,978-2.9% | $200,582-27.9% | $84,808+70.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.19% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,717 | $4,815+18.7% | $6,419-10.9% | $2,631+117.3% |
| Participant deferral / active EE | $7,570 | $7,142+6.0% | $9,331-18.9% | $4,212+79.8% |
| Admin fee / account holder | $6,069 | $13,977-56.6% | $16,305-62.8% | $7,344-17.4% |