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 | $78,949 | $101,724-22.4% | $164,813-52.1% | $80,856-2.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.34% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,076 | $2,953+4.1% | $4,341-29.1% | $2,755+11.7% |
| Participant deferral / active EE | $3,416 | $4,477-23.7% | $6,031-43.4% | $4,296-20.5% |
| Admin fee / account holder | $6,144 | $8,227-25.3% | $12,690-51.6% | $6,918-11.2% |