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 | $100,897 | $87,540+15.3% | $75,781+33.1% | $125,391-19.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.77% | 13.48%-14.3pp | 9.68%-10.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,951 | $3,930-24.9% | $3,323-11.2% | $4,866-39.4% |
| Participant deferral / active EE | $7,296 | $4,229+72.5% | $3,651+99.8% | $5,352+36.3% |
| Admin fee / account holder | $2,741 | $6,502-57.8% | $5,299-48.3% | $9,540-71.3% |