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 | $29,817 | $57,065-47.7% | $75,670-60.6% | $70,131-57.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 20.55% | 23.57%-3.0pp | 27.34%-6.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,959 | $1,817+62.9% | $2,352+25.8% | $2,342+26.3% |
| Participant deferral / active EE | $5,249 | $2,580+103.5% | $3,142+67.1% | $3,332+57.6% |
| Admin fee / account holder | $1,886 | $3,825-50.7% | $5,800-67.5% | $4,645-59.4% |