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 | $89,555 | $109,413-18.1% | $156,263-42.7% | $84,808+5.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.30% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,152 | $2,907+77.2% | $4,333+18.9% | $2,631+95.8% |
| Participant deferral / active EE | $4,701 | $4,590+2.4% | $6,158-23.7% | $4,212+11.6% |
| Admin fee / account holder | $2,411 | $9,357-74.2% | $14,255-83.1% | $7,344-67.2% |