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 | $75,050 | $115,882-35.2% | $100,516-25.3% | $158,922-52.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.79% | 34.79%-12.0pp | 30.89%-8.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,838 | $4,103-6.5% | $3,418+12.3% | $4,761-19.4% |
| Participant deferral / active EE | $11,429 | $6,674+71.2% | $6,270+82.3% | $5,982+91.1% |
| Admin fee / account holder | $4,004 | $10,995-63.6% | $8,081-50.4% | $11,246-64.4% |