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 | $91,784 | $65,685+39.7% | $57,179+60.5% | $273,961-66.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.17% | 21.99%-15.8pp | 14.59%-8.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $6,124 | $3,279+86.8% | $2,682+128.3% | $4,869+25.8% |
| Participant deferral / active EE | $7,983 | $3,782+111.1% | $3,096+157.8% | $5,287+51.0% |
| Admin fee / account holder | $6,377 | $4,835+31.9% | $3,139+103.1% | $10,132-37.1% |