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 | $77,488 | $153,772-49.6% | $133,980-42.2% | $273,961-71.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.08% | 36.51%-22.4pp | 29.30%-15.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $5,305 | $6,029-12.0% | $5,211+1.8% | $4,869+9.0% |
| Participant deferral / active EE | $6,600 | $6,958-5.2% | $6,282+5.1% | $5,287+24.8% |
| Admin fee / account holder | $3,750 | $11,765-68.1% | $9,324-59.8% | $10,132-63.0% |