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 | $76,598 | $65,365+17.2% | $92,893-17.5% | $72,985+5.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.14% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,495 | $2,594-3.8% | $3,653-31.7% | $2,440+2.3% |
| Participant deferral / active EE | $5,701 | $3,128+82.2% | $4,236+34.6% | $3,607+58.0% |
| Admin fee / account holder | $2,426 | $4,251-42.9% | $5,794-58.1% | $5,124-52.6% |