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 5-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 | $103,979 | $106,749-2.6% | $145,433-28.5% | $82,448+26.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.38% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,652 | $3,444+6.0% | $4,554-19.8% | $2,551+43.2% |
| Participant deferral / active EE | $6,863 | $6,519+5.3% | $7,897-13.1% | $4,139+65.8% |
| Admin fee / account holder | $1,546 | $8,390-81.6% | $13,129-88.2% | $7,234-78.6% |