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 | $57,421 | $89,355-35.7% | $141,162-59.3% | $72,985-21.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.33% | 111.85%-87.5pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,058 | $3,114-1.8% | $4,735-35.4% | $2,440+25.3% |
| Participant deferral / active EE | $6,182 | $5,418+14.1% | $6,709-7.8% | $3,607+71.4% |
| Admin fee / account holder | $1,280 | $5,958-78.5% | $10,261-87.5% | $5,124-75.0% |