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 | $71,099 | $77,634-8.4% | $156,549-54.6% | $62,891+13.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.93% | 50.32%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $6,664 | $3,444+93.5% | $5,501+21.1% | $2,281+192.2% |
| Participant deferral / active EE | $3,315 | $3,045+8.9% | $4,871-31.9% | $3,203+3.5% |
| Admin fee / account holder | $1,132 | $5,561-79.6% | $13,027-91.3% | $4,296-73.6% |