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 | $76,905 | $52,681+46.0% | $75,781+1.5% | $59,632+29.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 2.96% | 2.95%0pp | 9.68%-6.7pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $2,982 | $2,193+35.9% | $3,323-10.3% | $2,203+35.4% |
| Participant deferral / active EE | $5,648 | $2,591+118.0% | $3,651+54.7% | $3,192+77.0% |
| Admin fee / account holder | $3,467 | $3,610-3.9% | $5,299-34.6% | $4,297-19.3% |