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 | $78,086 | $102,317-23.7% | $146,958-46.9% | $80,856-3.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.69% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,947 | $3,713-20.6% | $4,933-40.3% | $2,755+7.0% |
| Participant deferral / active EE | $8,884 | $6,644+33.7% | $8,070+10.1% | $4,296+106.8% |
| Admin fee / account holder | $7,677 | $7,941-3.3% | $12,998-40.9% | $6,918+11.0% |