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 | $84,605 | $60,349+40.2% | $74,183+14.0% | $62,891+34.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.41% | 21.37%-12.0pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,670 | $1,680-0.6% | $2,370-29.5% | $2,281-26.8% |
| Participant deferral / active EE | $5,985 | $2,856+109.6% | $3,550+68.6% | $3,203+86.9% |
| Admin fee / account holder | $2,425 | $4,261-43.1% | $5,586-56.6% | $4,296-43.5% |