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 | $90,285 | $76,552+17.9% | $123,892-27.1% | $62,891+43.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,472 | $2,883-14.3% | $4,617-46.5% | $2,281+8.4% |
| Participant deferral / active EE | $6,910 | $4,840+42.8% | $5,984+15.5% | $3,203+115.7% |
| Admin fee / account holder | $6,606 | $4,826+36.9% | $8,357-21.0% | $4,296+53.8% |