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 | $61,699 | $61,605+0.2% | $112,229-45.0% | $75,163-17.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.32% | 28.47%-9.1pp | 30.20%-10.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,140 | $2,015+6.2% | $3,430-37.6% | $2,670-19.8% |
| Participant deferral / active EE | $3,859 | $3,108+24.2% | $4,798-19.6% | $4,125-6.4% |
| Admin fee / account holder | $3,140 | $4,862-35.4% | $7,748-59.5% | $5,651-44.4% |