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 | $58,150 | $135,952-57.2% | $123,892-53.1% | $273,961-78.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $5,513 | $5,170+6.6% | $4,617+19.4% | $4,869+13.2% |
| Participant deferral / active EE | $14,944 | $6,343+135.6% | $5,984+149.7% | $5,287+182.7% |
| Admin fee / account holder | $8,506 | $9,817-13.4% | $8,357+1.8% | $10,132-16.0% |