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 | $85,366 | $109,881-22.3% | $150,045-43.1% | $84,808+0.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.28% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $6,605 | $3,561+85.5% | $4,693+40.7% | $2,631+151.1% |
| Participant deferral / active EE | $14,242 | $6,636+114.6% | $7,997+78.1% | $4,212+238.2% |
| Admin fee / account holder | $10,133 | $8,568+18.3% | $13,435-24.6% | $7,344+38.0% |