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 | $96,535 | $100,041-3.5% | $149,718-35.5% | $70,131+37.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.43% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $5,597 | $3,662+52.9% | $5,445+2.8% | $2,342+139.0% |
| Participant deferral / active EE | $5,512 | $4,983+10.6% | $6,569-16.1% | $3,332+65.4% |
| Admin fee / account holder | $2,529 | $8,286-69.5% | $11,283-77.6% | $4,645-45.6% |