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 | $113,564 | $144,119-21.2% | $117,854-3.6% | $147,584-23.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.53% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,701 | $4,896-24.4% | $3,786-2.2% | $4,876-24.1% |
| Participant deferral / active EE | $5,038 | $5,316-5.2% | $4,482+12.4% | $5,439-7.4% |
| Admin fee / account holder | $4,467 | $10,886-59.0% | $8,020-44.3% | $10,885-59.0% |