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 | $68,177 | $106,749-36.1% | $145,433-53.1% | $82,448-17.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.76% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,141 | $3,444-37.8% | $4,554-53.0% | $2,551-16.1% |
| Participant deferral / active EE | $2,724 | $6,519-58.2% | $7,897-65.5% | $4,139-34.2% |
| Admin fee / account holder | $4,664 | $8,390-44.4% | $13,129-64.5% | $7,234-35.5% |