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 | $91,879 | $96,557-4.8% | $80,975+13.5% | $273,961-66.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.48% | 15.14%-9.7pp | 17.10%-11.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $7,708 | $4,868+58.3% | $3,714+107.5% | $4,869+58.3% |
| Participant deferral / active EE | $5,547 | $6,598-15.9% | $5,696-2.6% | $5,287+4.9% |
| Admin fee / account holder | $1,328 | $7,492-82.3% | $5,516-75.9% | $10,132-86.9% |