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 | $39,840 | $153,772-74.1% | $133,980-70.3% | $273,961-85.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 41.75% | 36.51%+5.2pp | 29.30%+12.5pp | 41.45%+0.3pp |
| Employer contribution / active EE | $4,144 | $6,029-31.3% | $5,211-20.5% | $4,869-14.9% |
| Participant deferral / active EE | $10,940 | $6,958+57.2% | $6,282+74.2% | $5,287+106.9% |
| Admin fee / account holder | $1,124 | $11,765-90.4% | $9,324-87.9% | $10,132-88.9% |