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 | $77,658 | $101,724-23.7% | $164,813-52.9% | $80,856-4.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.20% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,196 | $2,953+8.2% | $4,341-26.4% | $2,755+16.0% |
| Participant deferral / active EE | $7,620 | $4,477+70.2% | $6,031+26.3% | $4,296+77.4% |
| Admin fee / account holder | $10,817 | $8,227+31.5% | $12,690-14.8% | $6,918+56.4% |