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 | $108,115 | $131,829-18.0% | $108,579-0.4% | $273,961-60.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.44% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,918 | $4,912-20.3% | $3,758+4.2% | $4,869-19.5% |
| Participant deferral / active EE | $9,659 | $5,127+88.4% | $4,311+124.1% | $5,287+82.7% |
| Admin fee / account holder | $18,925 | $10,252+84.6% | $7,645+147.5% | $10,132+86.8% |