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 | $96,403 | $78,926+22.1% | $136,749-29.5% | $84,808+13.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.66% | 18.17%-3.5pp | 24.33%-9.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,226 | $2,134+51.2% | $3,400-5.1% | $2,631+22.6% |
| Participant deferral / active EE | $5,083 | $3,168+60.4% | $4,692+8.3% | $4,212+20.7% |
| Admin fee / account holder | $1,007 | $6,369-84.2% | $11,386-91.2% | $7,344-86.3% |