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 8-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 | $142,193 | $89,698+58.5% | $103,476+37.4% | $80,856+75.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 12.22% | 22.78%-10.6pp | 23.90%-11.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,946 | $4,018-1.8% | $4,672-15.5% | $2,755+43.2% |
| Participant deferral / active EE | $6,249 | $5,456+14.5% | $6,623-5.6% | $4,296+45.5% |
| Admin fee / account holder | $6,315 | $6,768-6.7% | $9,413-32.9% | $6,918-8.7% |