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 | $82,399 | $89,355-7.8% | $141,162-41.6% | $72,985+12.9% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 24.29% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $4,657 | $3,114+49.5% | $4,735-1.7% | $2,440+90.9% |
| Participant deferral / active EE | $4,918 | $5,418-9.2% | $6,709-26.7% | $3,607+36.3% |
| Admin fee / account holder | $793 | $5,958-86.7% | $10,261-92.3% | $5,124-84.5% |