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 | $69,163 | $48,076+43.9% | $78,689-12.1% | $62,891+10.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 14.35% | 31.35%-17.0pp | 62.18%-47.8pp | 20.14%-5.8pp |
| Employer contribution / active EE | $1,819 | $2,015-9.7% | $2,851-36.2% | $2,281-20.2% |
| Participant deferral / active EE | $2,418 | $2,588-6.6% | $3,517-31.2% | $3,203-24.5% |
| Admin fee / account holder | $1,336 | $3,207-58.4% | $4,510-70.4% | $4,296-68.9% |