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 | $40,675 | $117,381-65.3% | $99,443-59.1% | $152,861-73.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.58% | 31.87%-11.3pp | 30.72%-10.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,004 | $3,013-0.3% | $2,540+18.3% | $4,762-36.9% |
| Participant deferral / active EE | $4,975 | $4,086+21.8% | $3,619+37.5% | $5,850-15.0% |
| Admin fee / account holder | $534 | $7,631-93.0% | $6,250-91.5% | $11,596-95.4% |