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 | $74,728 | $86,929-14.0% | $102,423-27.0% | $80,856-7.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.92% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,648 | $2,369-30.4% | $3,023-45.5% | $2,755-40.2% |
| Participant deferral / active EE | $3,629 | $4,118-11.9% | $5,053-28.2% | $4,296-15.5% |
| Admin fee / account holder | $4,959 | $8,049-38.4% | $9,451-47.5% | $6,918-28.3% |