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 | $34,549 | $86,929-60.3% | $102,423-66.3% | $80,856-57.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.10% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,562 | $2,369+8.1% | $3,023-15.3% | $2,755-7.0% |
| Participant deferral / active EE | $2,135 | $4,118-48.2% | $5,053-57.7% | $4,296-50.3% |
| Admin fee / account holder | $5,238 | $8,049-34.9% | $9,451-44.6% | $6,918-24.3% |