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 | $65,814 | $86,929-24.3% | $102,423-35.7% | $80,856-18.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,367 | $2,369-0.1% | $3,023-21.7% | $2,755-14.1% |
| Participant deferral / active EE | $3,086 | $4,118-25.1% | $5,053-38.9% | $4,296-28.2% |
| Admin fee / account holder | $2,037 | $8,049-74.7% | $9,451-78.4% | $6,918-70.6% |