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 | $66,576 | $58,577+13.7% | $83,333-20.1% | $64,186+3.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.48% | 9.65%-15.1pp | 10.63%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,373 | $2,098-34.6% | $3,379-59.4% | $2,381-42.3% |
| Participant deferral / active EE | $6,829 | $4,654+46.7% | $5,565+22.7% | $3,470+96.8% |
| Admin fee / account holder | $5,170 | $9,275-44.3% | $7,510-31.2% | $4,888+5.8% |