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 | $54,228 | $123,793-56.2% | $177,821-69.5% | $79,858-32.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.09% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,769 | $4,095-32.4% | $5,918-53.2% | $2,471+12.1% |
| Participant deferral / active EE | $4,502 | $5,956-24.4% | $7,714-41.6% | $3,740+20.4% |
| Admin fee / account holder | $2,981 | $7,243-58.8% | $12,427-76.0% | $5,306-43.8% |