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 6-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 | $86,697 | $138,347-37.3% | $184,203-52.9% | $80,856+7.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.47% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,504 | $4,850-48.4% | $6,427-61.0% | $2,755-9.1% |
| Participant deferral / active EE | $6,926 | $7,071-2.1% | $9,131-24.2% | $4,296+61.2% |
| Admin fee / account holder | $8,080 | $10,483-22.9% | $13,901-41.9% | $6,918+16.8% |