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 | $57,331 | $107,452-46.6% | $91,541-37.4% | $142,382-59.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.63% | 22.06%-3.4pp | 20.50%-1.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,945 | $2,994-1.6% | $2,505+17.6% | $4,299-31.5% |
| Participant deferral / active EE | $5,111 | $4,754+7.5% | $4,008+27.5% | $6,507-21.5% |
| Admin fee / account holder | $1,964 | $8,834-77.8% | $6,956-71.8% | $12,624-84.4% |