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 | $115,993 | $98,750+17.5% | $149,696-22.5% | $79,858+45.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.30% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,448 | $3,216+7.2% | $4,644-25.8% | $2,471+39.6% |
| Participant deferral / active EE | $10,783 | $5,680+89.8% | $6,842+57.6% | $3,740+188.3% |
| Admin fee / account holder | $9,392 | $6,053+55.2% | $9,309+0.9% | $5,306+77.0% |