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 | $183,133 | $148,978+22.9% | $200,582-8.7% | $84,808+115.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.89% | 28.16%-7.3pp | 42.33%-21.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,889 | $4,815-19.2% | $6,419-39.4% | $2,631+47.8% |
| Participant deferral / active EE | $8,811 | $7,142+23.4% | $9,331-5.6% | $4,212+109.2% |
| Admin fee / account holder | $7,870 | $13,977-43.7% | $16,305-51.7% | $7,344+7.2% |