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 | $36,782 | $56,897-35.4% | $84,750-56.6% | $62,891-41.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.19% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,835 | $2,400+18.1% | $3,574-20.7% | $2,281+24.3% |
| Participant deferral / active EE | $4,431 | $2,709+63.6% | $3,712+19.4% | $3,203+38.4% |
| Admin fee / account holder | $5,087 | $3,581+42.1% | $5,332-4.6% | $4,296+18.4% |