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 | $84,359 | $91,019-7.3% | $392,568-78.5% | $72,985+15.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 21.66% | 20.00%+1.7pp | 24.42%-2.8pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,082 | $2,751-60.7% | $3,783-71.4% | $2,440-55.7% |
| Participant deferral / active EE | $5,029 | $4,570+10.0% | $5,985-16.0% | $3,607+39.4% |
| Admin fee / account holder | $1,391 | $4,895-71.6% | $6,260-77.8% | $5,124-72.9% |