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 | $68,109 | $54,705+24.5% | $71,209-4.4% | $84,808-19.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.88% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,133 | $2,158-47.5% | $2,721-58.4% | $2,631-56.9% |
| Participant deferral / active EE | $1,481 | $3,030-51.1% | $4,175-64.5% | $4,212-64.8% |
| Admin fee / account holder | $5,925 | $4,863+21.8% | $5,349+10.8% | $7,344-19.3% |