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 | $65,205 | $76,367-14.6% | $93,606-30.3% | $72,985-10.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.14% | 25.82%-6.7pp | 32.76%-13.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,310 | $2,275+1.5% | $2,718-15.0% | $2,440-5.3% |
| Participant deferral / active EE | $5,884 | $3,538+66.3% | $4,069+44.6% | $3,607+63.1% |
| Admin fee / account holder | $25,441 | $6,838+272.0% | $7,888+222.5% | $5,124+396.5% |