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 | $75,596 | $48,076+57.2% | $78,689-3.9% | $62,891+20.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.56% | 31.35%-19.8pp | 62.18%-50.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $3,205 | $2,015+59.1% | $2,851+12.4% | $2,281+40.5% |
| Participant deferral / active EE | $2,782 | $2,588+7.5% | $3,517-20.9% | $3,203-13.1% |
| Admin fee / account holder | $1,024 | $3,207-68.1% | $4,510-77.3% | $4,296-76.2% |