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 | $114,525 | $112,881+1.5% | $90,951+25.9% | $158,922-27.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.43% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,837 | $2,893-36.5% | $2,122-13.4% | $4,761-61.4% |
| Participant deferral / active EE | $7,346 | $4,128+78.0% | $3,373+117.8% | $5,982+22.8% |
| Admin fee / account holder | $3,741 | $8,041-53.5% | $5,959-37.2% | $11,246-66.7% |