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 | $121,713 | $124,881-2.5% | $209,409-41.9% | $116,875+4.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 14.37% | 14.56%-0.2pp | 159.49%-145.1pp | 16.29%-1.9pp |
| Employer contribution / active EE | $2,343 | $2,588-9.4% | $5,035-53.5% | $3,288-28.7% |
| Participant deferral / active EE | $4,021 | $3,793+6.0% | $4,230-4.9% | $3,885+3.5% |
| Admin fee / account holder | $2,758 | $12,933-78.7% | $16,474-83.3% | $12,263-77.5% |