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 | $80,818 | $76,552+5.6% | $123,892-34.8% | $62,891+28.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 19.14% | 18.68%+0.5pp | 47.52%-28.4pp | 20.14%-1.0pp |
| Employer contribution / active EE | $5,323 | $2,883+84.7% | $4,617+15.3% | $2,281+133.4% |
| Participant deferral / active EE | $5,911 | $4,840+22.1% | $5,984-1.2% | $3,203+84.6% |
| Admin fee / account holder | $1,832 | $4,826-62.0% | $8,357-78.1% | $4,296-57.3% |