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 | $92,384 | $89,753+2.9% | $107,525-14.1% | $84,808+8.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.34% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,333 | $3,113-25.1% | $3,754-37.9% | $2,631-11.3% |
| Participant deferral / active EE | $5,349 | $4,056+31.9% | $5,116+4.6% | $4,212+27.0% |
| Admin fee / account holder | $1,062 | $7,222-85.3% | $8,919-88.1% | $7,344-85.5% |