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 | $70,478 | $56,897+23.9% | $84,750-16.8% | $62,891+12.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.64% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,159 | $2,400-10.1% | $3,574-39.6% | $2,281-5.4% |
| Participant deferral / active EE | $2,557 | $2,709-5.6% | $3,712-31.1% | $3,203-20.2% |
| Admin fee / account holder | $9,086 | $3,581+153.7% | $5,332+70.4% | $4,296+111.5% |