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 | $85,948 | $67,606+27.1% | $82,313+4.4% | $70,131+22.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.22% | 21.57%-9.3pp | 25.88%-13.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $4,815 | $1,755+174.4% | $2,428+98.3% | $2,342+105.5% |
| Participant deferral / active EE | $2,690 | $2,987-9.9% | $3,706-27.4% | $3,332-19.3% |
| Admin fee / account holder | $5,801 | $4,512+28.6% | $5,608+3.4% | $4,645+24.9% |