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 | $98,219 | $123,793-20.7% | $177,821-44.8% | $79,858+23.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.51% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,509 | $4,095-38.7% | $5,918-57.6% | $2,471+1.5% |
| Participant deferral / active EE | $6,736 | $5,956+13.1% | $7,714-12.7% | $3,740+80.1% |
| Admin fee / account holder | $3,404 | $7,243-53.0% | $12,427-72.6% | $5,306-35.8% |