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 3-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 | $98,948 | $80,717+22.6% | $154,803-36.1% | $84,808+16.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.60% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,527 | $2,761+63.9% | $4,305+5.1% | $2,631+72.0% |
| Participant deferral / active EE | $8,595 | $3,303+160.2% | $5,540+55.1% | $4,212+104.1% |
| Admin fee / account holder | $7,075 | $6,746+4.9% | $14,329-50.6% | $7,344-3.7% |