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 | $74,649 | $146,267-49.0% | $197,124-62.1% | $82,448-9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.26% | 29.61%-15.4pp | 44.34%-30.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,555 | $4,723-24.7% | $6,227-42.9% | $2,551+39.4% |
| Participant deferral / active EE | $3,297 | $7,035-53.1% | $9,135-63.9% | $4,139-20.4% |
| Admin fee / account holder | $3,090 | $14,422-78.6% | $16,298-81.0% | $7,234-57.3% |