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 | $60,774 | $109,359-44.4% | $162,163-62.5% | $72,985-16.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.15% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,565 | $3,907-59.9% | $5,614-72.1% | $2,440-35.9% |
| Participant deferral / active EE | $6,649 | $5,481+21.3% | $7,298-8.9% | $3,607+84.3% |
| Admin fee / account holder | $13,089 | $7,972+64.2% | $10,843+20.7% | $5,124+155.4% |