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 | $63,646 | $104,664-39.2% | $85,682-25.7% | $167,490-62.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.05% | 21.45%-7.4pp | 21.49%-7.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,010 | $3,337-9.8% | $2,618+15.0% | $4,837-37.8% |
| Participant deferral / active EE | $7,072 | $4,824+46.6% | $3,923+80.3% | $6,341+11.5% |
| Admin fee / account holder | $34,817 | $10,032+247.1% | $6,873+406.6% | $12,309+182.9% |