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 | $108,822 | $84,233+29.2% | $170,442-36.2% | $70,131+55.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.36% | 23.06%-6.7pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,650 | $3,387+7.8% | $5,433-32.8% | $2,342+55.8% |
| Participant deferral / active EE | $4,856 | $3,086+57.4% | $4,939-1.7% | $3,332+45.8% |
| Admin fee / account holder | $2,257 | $5,698-60.4% | $13,880-83.7% | $4,645-51.4% |