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 | $86,614 | $77,813+11.3% | $123,544-29.9% | $64,186+34.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.61% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,645 | $3,014+120.5% | $4,628+43.6% | $2,381+179.1% |
| Participant deferral / active EE | $6,860 | $5,240+30.9% | $6,426+6.8% | $3,470+97.7% |
| Admin fee / account holder | $3,690 | $5,519-33.1% | $9,284-60.3% | $4,888-24.5% |