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 | $65,936 | $113,935-42.1% | $94,224-30.0% | $125,391-47.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 24.57% | 5.29%+19.3pp | 10.68%+13.9pp | 282.22%-257.7pp |
| Employer contribution / active EE | $4,070 | $4,727-13.9% | $3,587+13.5% | $4,866-16.4% |
| Participant deferral / active EE | $7,106 | $5,179+37.2% | $4,320+64.5% | $5,352+32.8% |
| Admin fee / account holder | $3,019 | $8,391-64.0% | $6,269-51.8% | $9,540-68.4% |