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 | $62,058 | $39,122+58.6% | $57,179+8.5% | $62,891-1.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.45% | 9.23%-7.8pp | 14.59%-13.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $2,169 | $1,874+15.7% | $2,682-19.1% | $2,281-4.9% |
| Participant deferral / active EE | $5,766 | $2,374+142.9% | $3,096+86.2% | $3,203+80.0% |
| Admin fee / account holder | $1,508 | $2,592-41.8% | $3,139-51.9% | $4,296-64.9% |