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 | $98,843 | $165,912-40.4% | $122,332-19.2% | $147,584-33.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 7.36% | 34.55%-27.2pp | 30.27%-22.9pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,663 | $5,754-71.1% | $4,050-58.9% | $4,876-65.9% |
| Participant deferral / active EE | $2,274 | $4,005-43.2% | $3,287-30.8% | $5,439-58.2% |
| Admin fee / account holder | $9,806 | $7,424+32.1% | $5,478+79.0% | $10,885-9.9% |