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 | $44,889 | $99,341-54.8% | $84,750-47.0% | $273,961-83.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 40.78% | 22.93%+17.9pp | 22.78%+18.0pp | 41.45%-0.7pp |
| Employer contribution / active EE | $3,662 | $4,214-13.1% | $3,574+2.5% | $4,869-24.8% |
| Participant deferral / active EE | $5,312 | $4,269+24.4% | $3,712+43.1% | $5,287+0.5% |
| Admin fee / account holder | $444 | $6,644-93.3% | $5,332-91.7% | $10,132-95.6% |