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 | $82,691 | $91,190-9.3% | $178,490-53.7% | $79,858+3.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 31.73% | 24.19%+7.5pp | 151.07%-119.3pp | 31.71%0pp |
| Employer contribution / active EE | $1,929 | $3,256-40.8% | $5,011-61.5% | $2,471-21.9% |
| Participant deferral / active EE | $4,658 | $3,236+43.9% | $5,202-10.4% | $3,740+24.5% |
| Admin fee / account holder | $3,685 | $6,751-45.4% | $13,984-73.6% | $5,306-30.6% |