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 | $26,380 | $93,071-71.7% | $74,583-64.6% | $273,961-90.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.98% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,910 | $3,160+23.8% | $2,525+54.9% | $4,869-19.7% |
| Participant deferral / active EE | $8,724 | $4,160+109.7% | $3,458+152.3% | $5,287+65.0% |
| Admin fee / account holder | $17,674 | $5,272+235.2% | $4,138+327.1% | $10,132+74.4% |