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 | $68,587 | $99,985-31.4% | $146,665-53.2% | $85,850-20.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 22.39% | 18.93%+3.5pp | 22.74%-0.4pp | 318.53%-296.1pp |
| Employer contribution / active EE | $2,462 | $2,559-3.8% | $4,136-40.5% | $2,565-4.0% |
| Participant deferral / active EE | $4,325 | $4,006+8.0% | $5,506-21.4% | $3,952+9.4% |
| Admin fee / account holder | $8,013 | $7,702+4.0% | $10,280-22.0% | $6,260+28.0% |