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 | $75,584 | $86,929-13.1% | $102,423-26.2% | $80,856-6.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.37% | 18.88%-2.5pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $15,712 | $2,369+563.1% | $3,023+419.7% | $2,755+470.3% |
| Participant deferral / active EE | $11,598 | $4,118+181.6% | $5,053+129.5% | $4,296+170.0% |
| Admin fee / account holder | $22,552 | $8,049+180.2% | $9,451+138.6% | $6,918+226.0% |