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 | $90,664 | $109,359-17.1% | $162,163-44.1% | $72,985+24.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.59% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $7,635 | $3,907+95.4% | $5,614+36.0% | $2,440+212.9% |
| Participant deferral / active EE | $9,256 | $5,481+68.9% | $7,298+26.8% | $3,607+156.6% |
| Admin fee / account holder | $6,500 | $7,972-18.5% | $10,843-40.1% | $5,124+26.8% |