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 | $85,191 | $87,841-3.0% | $133,980-36.4% | $62,891+35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.38% | 12.05%-5.7pp | 29.30%-22.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,423 | $3,483-1.7% | $5,211-34.3% | $2,281+50.1% |
| Participant deferral / active EE | $4,845 | $4,812+0.7% | $6,282-22.9% | $3,203+51.3% |
| Admin fee / account holder | $2,104 | $5,371-60.8% | $9,324-77.4% | $4,296-51.0% |