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 | $66,975 | $103,949-35.6% | $69,182-3.2% | $273,961-75.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.85% | 35.28%-30.4pp | -21.93%+26.8pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,702 | $1,783-4.6% | $1,206+41.1% | $4,869-65.0% |
| Participant deferral / active EE | $4,186 | $2,716+54.1% | $1,897+120.7% | $5,287-20.8% |
| Admin fee / account holder | $16,129 | $3,671+339.4% | $2,697+498.1% | $10,132+59.2% |