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 | $29,279 | $99,341-70.5% | $84,750-65.5% | $273,961-89.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 121.18% | 22.93%+98.2pp | 22.78%+98.4pp | 41.45%+79.7pp |
| Employer contribution / active EE | $4,258 | $4,214+1.0% | $3,574+19.1% | $4,869-12.5% |
| Participant deferral / active EE | $6,855 | $4,269+60.6% | $3,712+84.7% | $5,287+29.7% |
| Admin fee / account holder | $1,771 | $6,644-73.3% | $5,332-66.8% | $10,132-82.5% |