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 | $85,125 | $109,413-22.2% | $156,263-45.5% | $84,808+0.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 22.50% | 20.18%+2.3pp | 59.47%-37.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $3,319 | $2,907+14.2% | $4,333-23.4% | $2,631+26.1% |
| Participant deferral / active EE | $10,199 | $4,590+122.2% | $6,158+65.6% | $4,212+142.2% |
| Admin fee / account holder | $738 | $9,357-92.1% | $14,255-94.8% | $7,344-90.0% |