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 | $50,536 | $127,065-60.2% | $113,168-55.3% | $142,382-64.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.22% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,908 | $3,442-15.5% | $2,975-2.3% | $4,299-32.4% |
| Participant deferral / active EE | $7,098 | $5,716+24.2% | $5,107+39.0% | $6,507+9.1% |
| Admin fee / account holder | $49,372 | $15,736+213.8% | $12,068+309.1% | $12,624+291.1% |