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 | $69,770 | $114,381-39.0% | $107,525-35.1% | $142,382-51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.23% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,360 | $4,015+83.3% | $3,754+96.1% | $4,299+71.2% |
| Participant deferral / active EE | $3,541 | $5,564-36.4% | $5,116-30.8% | $6,507-45.6% |
| Admin fee / account holder | $1,892 | $9,860-80.8% | $8,919-78.8% | $12,624-85.0% |