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 | $61,520 | $135,952-54.7% | $123,892-50.3% | $273,961-77.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.96% | 56.63%-44.7pp | 47.52%-35.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $8,093 | $5,170+56.5% | $4,617+75.3% | $4,869+66.2% |
| Participant deferral / active EE | $7,204 | $6,343+13.6% | $5,984+20.4% | $5,287+36.3% |
| Admin fee / account holder | $2,372 | $9,817-75.8% | $8,357-71.6% | $10,132-76.6% |