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 | $80,397 | $54,380+47.8% | $68,509+17.4% | $59,632+34.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 3.32% | 2.83%+0.5pp | 8.27%-5.0pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $3,423 | $1,539+122.5% | $2,278+50.3% | $2,203+55.4% |
| Participant deferral / active EE | $5,322 | $2,643+101.4% | $3,382+57.3% | $3,192+66.8% |
| Admin fee / account holder | $5,857 | $3,885+50.8% | $5,275+11.0% | $4,297+36.3% |