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 8-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 | $89,450 | $123,793-27.7% | $177,821-49.7% | $79,858+12.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.02% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,467 | $4,095+9.1% | $5,918-24.5% | $2,471+80.8% |
| Participant deferral / active EE | $7,496 | $5,956+25.8% | $7,714-2.8% | $3,740+100.4% |
| Admin fee / account holder | $3,403 | $7,243-53.0% | $12,427-72.6% | $5,306-35.9% |