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 | $68,710 | $135,952-49.5% | $123,892-44.5% | $273,961-74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.25% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $9,845 | $5,170+90.4% | $4,617+113.2% | $4,869+102.2% |
| Participant deferral / active EE | $7,650 | $6,343+20.6% | $5,984+27.8% | $5,287+44.7% |
| Admin fee / account holder | $8,059 | $9,817-17.9% | $8,357-3.6% | $10,132-20.5% |