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 | $58,860 | $95,803-38.6% | $113,168-48.0% | $84,808-30.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.18% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,149 | $2,360-8.9% | $2,975-27.8% | $2,631-18.3% |
| Participant deferral / active EE | $3,082 | $4,242-27.3% | $5,107-39.6% | $4,212-26.8% |
| Admin fee / account holder | $1,615 | $8,989-82.0% | $12,068-86.6% | $7,344-78.0% |