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 | $98,728 | $165,335-40.3% | $149,696-34.0% | $158,922-37.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.53% | 348.15%-339.6pp | 276.60%-268.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,415 | $5,103-52.7% | $4,644-48.0% | $4,761-49.3% |
| Participant deferral / active EE | $7,710 | $7,181+7.4% | $6,842+12.7% | $5,982+28.9% |
| Admin fee / account holder | $4,535 | $10,807-58.0% | $9,309-51.3% | $11,246-59.7% |