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 | $106,282 | $109,881-3.3% | $150,045-29.2% | $84,808+25.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 26.64% | 28.25%-1.6pp | 62.55%-35.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $2,398 | $3,561-32.7% | $4,693-48.9% | $2,631-8.8% |
| Participant deferral / active EE | $6,803 | $6,636+2.5% | $7,997-14.9% | $4,212+61.5% |
| Admin fee / account holder | $3,596 | $8,568-58.0% | $13,435-73.2% | $7,344-51.0% |