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 | $67,505 | $61,660+9.5% | $80,019-15.6% | $64,186+5.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.04% | -0.33%+7.4pp | 11.22%-4.2pp | 7.63%-0.6pp |
| Employer contribution / active EE | $2,358 | $1,810+30.2% | $2,468-4.5% | $2,381-1.0% |
| Participant deferral / active EE | $4,856 | $2,968+63.6% | $3,686+31.8% | $3,470+40.0% |
| Admin fee / account holder | $353 | $5,417-93.5% | $6,521-94.6% | $4,888-92.8% |