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 | $89,245 | $109,881-18.8% | $150,045-40.5% | $84,808+5.2% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 15.42% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,485 | $3,561-30.2% | $4,693-47.1% | $2,631-5.6% |
| Participant deferral / active EE | $6,902 | $6,636+4.0% | $7,997-13.7% | $4,212+63.9% |
| Admin fee / account holder | $1,041 | $8,568-87.8% | $13,435-92.3% | $7,344-85.8% |