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 6-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 | $34,587 | $117,859-70.7% | $102,438-66.2% | $145,959-76.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.00% | 31.72%-19.7pp | 29.37%-17.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,086 | $3,615-14.6% | $3,024+2.1% | $4,661-33.8% |
| Participant deferral / active EE | $5,874 | $5,732+2.5% | $5,054+16.2% | $6,689-12.2% |
| Admin fee / account holder | $10,030 | $13,318-24.7% | $9,448+6.2% | $13,398-25.1% |