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 | $33,699 | $63,355-46.8% | $91,989-63.4% | $72,985-53.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 21.71% | 35.35%-13.6pp | 69.02%-47.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,363 | $2,116+106.2% | $3,452+26.4% | $2,440+78.8% |
| Participant deferral / active EE | $10,250 | $4,883+109.9% | $5,923+73.1% | $3,607+184.1% |
| Admin fee / account holder | $4,244 | $4,668-9.1% | $7,743-45.2% | $5,124-17.2% |