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 | $98,336 | $86,929+13.1% | $102,423-4.0% | $80,856+21.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.16% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $8,145 | $2,369+243.8% | $3,023+169.4% | $2,755+195.7% |
| Participant deferral / active EE | $5,856 | $4,118+42.2% | $5,053+15.9% | $4,296+36.3% |
| Admin fee / account holder | $6,307 | $8,049-21.6% | $9,451-33.3% | $6,918-8.8% |