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 | $52,299 | $90,503-42.2% | $78,689-33.5% | $273,961-80.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | 75.60%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $7,075 | $3,176+122.8% | $2,851+148.2% | $4,869+45.3% |
| Participant deferral / active EE | $10,255 | $3,901+162.9% | $3,517+191.6% | $5,287+94.0% |
| Admin fee / account holder | $3,814 | $5,263-27.5% | $4,510-15.5% | $10,132-62.4% |