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 | $94,179 | $43,327+117.4% | $59,878+57.3% | $64,186+46.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.56% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,729 | $2,028-14.8% | $2,722-36.5% | $2,381-27.4% |
| Participant deferral / active EE | $2,109 | $2,546-17.2% | $3,402-38.0% | $3,470-39.2% |
| Admin fee / account holder | $2,104 | $3,005-30.0% | $3,590-41.4% | $4,888-57.0% |