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 | $55,640 | $67,606-17.7% | $82,313-32.4% | $70,131-20.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.65% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $956 | $1,755-45.5% | $2,428-60.6% | $2,342-59.2% |
| Participant deferral / active EE | $4,323 | $2,987+44.7% | $3,706+16.6% | $3,332+29.7% |
| Admin fee / account holder | $6,915 | $4,512+53.3% | $5,608+23.3% | $4,645+48.9% |