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 | $98,516 | $109,881-10.3% | $150,045-34.3% | $84,808+16.2% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.4pp | 68.3%+30.4pp |
| Annual return | 24.10% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $8,601 | $3,561+141.5% | $4,693+83.3% | $2,631+226.9% |
| Participant deferral / active EE | $16,881 | $6,636+154.4% | $7,997+111.1% | $4,212+300.8% |
| Admin fee / account holder | $1,482 | $8,568-82.7% | $13,435-89.0% | $7,344-79.8% |