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 | $86,869 | $40,949+112.1% | $120,293-27.8% | $40,949+112.1% |
| Participation rate | 73.4% | 68.5%+4.9pp | 83.3%-9.9pp | 68.5%+4.9pp |
| Annual return | 15.50% | 8.88%+6.6pp | 40.97%-25.5pp | 8.88%+6.6pp |
| Employer contribution / active EE | $2,971 | $3,421-13.2% | $3,911-24.0% | $3,421-13.2% |
| Participant deferral / active EE | $6,565 | $4,053+62.0% | $3,180+106.4% | $4,053+62.0% |
| Admin fee / account holder | $12,866 | $6,886+86.9% | $1,724+646.3% | $6,886+86.9% |