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 | $92,158 | $81,248+13.4% | $155,509-40.7% | $80,856+14.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.59% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,497 | $3,100+12.8% | $4,672-25.2% | $2,755+26.9% |
| Participant deferral / active EE | $3,920 | $3,452+13.6% | $5,626-30.3% | $4,296-8.8% |
| Admin fee / account holder | $6,315 | $7,997-21.0% | $15,912-60.3% | $6,918-8.7% |