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 | $85,392 | $109,359-21.9% | $162,163-47.3% | $72,985+17.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.93% | 25.46%-5.5pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,200 | $3,907-18.1% | $5,614-43.0% | $2,440+31.1% |
| Participant deferral / active EE | $3,272 | $5,481-40.3% | $7,298-55.2% | $3,607-9.3% |
| Admin fee / account holder | $10,297 | $7,972+29.2% | $10,843-5.0% | $5,124+100.9% |