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 | $121,453 | $123,793-1.9% | $177,821-31.7% | $79,858+52.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.05% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $7,198 | $4,095+75.8% | $5,918+21.6% | $2,471+191.3% |
| Participant deferral / active EE | $8,394 | $5,956+40.9% | $7,714+8.8% | $3,740+124.4% |
| Admin fee / account holder | $6,884 | $7,243-4.9% | $12,427-44.6% | $5,306+29.7% |