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 | $79,865 | $45,035+77.3% | $62,995+26.8% | $70,131+13.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.04% | 18.76%-6.7pp | 87.57%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,707 | $2,051+32.0% | $2,759-1.9% | $2,342+15.6% |
| Participant deferral / active EE | $2,467 | $2,465+0.1% | $3,329-25.9% | $3,332-25.9% |
| Admin fee / account holder | $3,346 | $2,834+18.0% | $3,600-7.1% | $4,645-28.0% |