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 | $89,884 | $85,766+4.8% | $136,294-34.1% | $70,131+28.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.31% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,509 | $2,966-15.4% | $4,695-46.6% | $2,342+7.1% |
| Participant deferral / active EE | $5,536 | $5,051+9.6% | $6,247-11.4% | $3,332+66.2% |
| Admin fee / account holder | $10,730 | $5,420+97.9% | $9,243+16.1% | $4,645+131.0% |