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 | $69,721 | $58,577+19.0% | $83,333-16.3% | $64,186+8.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.47% | 9.65%-16.1pp | 10.63%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $519 | $2,098-75.3% | $3,379-84.6% | $2,381-78.2% |
| Participant deferral / active EE | $5,545 | $4,654+19.2% | $5,565-0.4% | $3,470+59.8% |
| Admin fee / account holder | $4,167 | $9,275-55.1% | $7,510-44.5% | $4,888-14.7% |