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 | $113,617 | $88,707+28.1% | $74,183+53.2% | $273,961-58.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.43% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $523 | $3,159-83.5% | $2,370-78.0% | $4,869-89.3% |
| Participant deferral / active EE | $4,591 | $4,212+9.0% | $3,550+29.3% | $5,287-13.2% |
| Admin fee / account holder | $1,806 | $8,717-79.3% | $5,586-67.7% | $10,132-82.2% |