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 | $48,172 | $56,897-15.3% | $84,750-43.2% | $62,891-23.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.57% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,983 | $2,400+149.3% | $3,574+67.4% | $2,281+162.3% |
| Participant deferral / active EE | $2,762 | $2,709+2.0% | $3,712-25.6% | $3,203-13.8% |
| Admin fee / account holder | $1,114 | $3,581-68.9% | $5,332-79.1% | $4,296-74.1% |