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 | $80,272 | $84,233-4.7% | $170,442-52.9% | $70,131+14.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.72% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,824 | $3,387-16.6% | $5,433-48.0% | $2,342+20.6% |
| Participant deferral / active EE | $4,814 | $3,086+56.0% | $4,939-2.5% | $3,332+44.5% |
| Admin fee / account holder | $5,458 | $5,698-4.2% | $13,880-60.7% | $4,645+17.5% |