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 | $91,917 | $96,635-4.9% | $86,612+6.1% | $139,434-34.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.37% | 106.41%-93.0pp | 591.07%-577.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,512 | $3,263+38.3% | $3,022+49.3% | $4,751-5.0% |
| Participant deferral / active EE | $8,623 | $4,836+78.3% | $4,438+94.3% | $6,710+28.5% |
| Admin fee / account holder | $2,470 | $6,408-61.5% | $5,614-56.0% | $11,403-78.3% |