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 | $116,098 | $109,413+6.1% | $156,263-25.7% | $84,808+36.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.74% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,838 | $2,907-2.4% | $4,333-34.5% | $2,631+7.9% |
| Participant deferral / active EE | $6,443 | $4,590+40.4% | $6,158+4.6% | $4,212+53.0% |
| Admin fee / account holder | $4,839 | $9,357-48.3% | $14,255-66.1% | $7,344-34.1% |