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 | $74,178 | $76,552-3.1% | $123,892-40.1% | $62,891+17.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 19.20% | 18.68%+0.5pp | 47.52%-28.3pp | 20.14%-0.9pp |
| Employer contribution / active EE | $5,991 | $2,883+107.8% | $4,617+29.8% | $2,281+162.7% |
| Participant deferral / active EE | $7,156 | $4,840+47.9% | $5,984+19.6% | $3,203+123.4% |
| Admin fee / account holder | $14,240 | $4,826+195.1% | $8,357+70.4% | $4,296+231.5% |