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 | $116,697 | $81,248+43.6% | $155,509-25.0% | $80,856+44.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.77% | 33.31%-14.5pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,629 | $3,100-15.2% | $4,672-43.7% | $2,755-4.6% |
| Participant deferral / active EE | $5,538 | $3,452+60.5% | $5,626-1.6% | $4,296+28.9% |
| Admin fee / account holder | $3,139 | $7,997-60.7% | $15,912-80.3% | $6,918-54.6% |