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 | $94,343 | $123,793-23.8% | $177,821-46.9% | $79,858+18.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.99% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,338 | $4,095-42.9% | $5,918-60.5% | $2,471-5.4% |
| Participant deferral / active EE | $3,716 | $5,956-37.6% | $7,714-51.8% | $3,740-0.6% |
| Admin fee / account holder | $7,191 | $7,243-0.7% | $12,427-42.1% | $5,306+35.5% |