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 | $92,162 | $39,122+135.6% | $57,179+61.2% | $62,891+46.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.82% | 9.23%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,884 | $1,874+0.5% | $2,682-29.8% | $2,281-17.4% |
| Participant deferral / active EE | $2,390 | $2,374+0.7% | $3,096-22.8% | $3,203-25.4% |
| Admin fee / account holder | $7,345 | $2,592+183.4% | $3,139+134.0% | $4,296+71.0% |