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 | $116,696 | $124,881-6.6% | $209,409-44.3% | $116,875-0.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 12.48% | 14.56%-2.1pp | 159.49%-147.0pp | 16.29%-3.8pp |
| Employer contribution / active EE | $2,626 | $2,588+1.5% | $5,035-47.8% | $3,288-20.1% |
| Participant deferral / active EE | $4,182 | $3,793+10.3% | $4,230-1.1% | $3,885+7.6% |
| Admin fee / account holder | $38,344 | $12,933+196.5% | $16,474+132.8% | $12,263+212.7% |