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 | $87,410 | $123,793-29.4% | $177,821-50.8% | $79,858+9.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.93% | 22.82%-0.9pp | 48.32%-26.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,607 | $4,095-36.3% | $5,918-56.0% | $2,471+5.5% |
| Participant deferral / active EE | $5,205 | $5,956-12.6% | $7,714-32.5% | $3,740+39.2% |
| Admin fee / account holder | $2,119 | $7,243-70.7% | $12,427-82.9% | $5,306-60.1% |