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 | $76,896 | $77,899-1.3% | $149,673-48.6% | $75,163+2.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.48% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $6,631 | $3,137+111.4% | $4,818+37.6% | $2,670+148.4% |
| Participant deferral / active EE | $4,531 | $3,411+32.8% | $5,680-20.2% | $4,125+9.8% |
| Admin fee / account holder | $4,537 | $5,956-23.8% | $13,210-65.7% | $5,651-19.7% |